As your financial advisor, my primary goal is to learn as much as I can about you, including your needs, fears, concerns and expectations. Understanding these key issues allows me to provide a high level of service and put the right plan in place for your financial future. This includes retirement planning, estate planning services, insurance, asset management, lending, small business needs, charitable giving, multigenerational wealth and other complex financial situations. The unique thing about me is that I genuinely want to understand what really matters to you—the financial assets are just tools to help get us there. I want you to feel totally comfortable with where you stand with your financial assets and understand that what you are doing today will affect your future.
I have worked for RBC Wealth Management since 2008. Previously, I worked for Morgan Stanley, Pipe Jaffrey and UBS. I have a bachelor’s degree in finance from San Diego State University and have passed the Series 3, 7, 63 and 65 securities exams. I also hold my insurance and long-term care licenses.
I am active in the community and support the Fred Hutchison cancer foundation. In my spare time, I keep busy with various hobbies and activities. I build museum-quality plastic aircraft and naval models, a hobby I have been involved with for the past 45 years. I also play the alto saxophone and love old jazz and blues. I also read quite a bit of history, ancient to present. There is something about reading the amazing things people have done throughout history. I travel when I have the chance and am always curious to see new things.
