After graduating from Gonzaga University in 2003 with a Bachelor of Business Administration degree, I immediately started my career as a financial advisor. I have passed the Series 7 and 66 exams, and am also licensed in life, variable and long-term care insurance. In 2006, after completing the extensive curriculum, I earned the CERTIFIED FINANCIAL PLANNER™ certification through the Certified Financial Planner Board of Standards. While not required to hold this certification, I chose to pursue it for educational purposes, as it demonstrates extensive knowledge in many areas of the financial planning process including investment planning, retirement planning, estate planning services, insurance planning and risk management.
Helping people reach their goals and make smart financial decisions is very rewarding. I am so fortunate to have a job I love and so thankful for all who place their trust in me. I was born and raised in the Tri-Cities and now live in Kennewick with my wife, Michelle, and our two children, Aubrey and Jack. Our family enjoys fishing, hunting, camping and golfing. We are also passionate in our support of the Gonzaga basketball team.