Qualifications
I have been securities licensed since July of 1990. Previous to entering the investment management business, I was a Trust Officer with U.S. Bank. I have a Bachelor of Arts degree in business administration and a Bachelor of Arts in communications. Both degrees are from Washington State University. I have completed several portfolio management courses and have a Washington State Insurance license in addition I have passed the series 7, 63, and 65 exams. I am a Senior Portfolio Manager in the RBC Portfolio Focus Program and specialize in discretionary asset management of client portfolios. In 2007 I was awarded the “Young Philanthropist of the Year” award by the Inland Northwest Community Foundation for my charitable work here in Spokane and previously in Eugene, Oregon. I am very proud of this recognition. From 2009 to 2019, I have been selected as a member of the RBC Wealth Management Director's Council.
In July 2012, I completed the Accredited Wealth Manager Program and have earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Accredited by the Estate and Wealth Strategies Institute at Michigan State University, this advanced-level program builds on the fundamentals of wealth management with a focus on the sophisticated knowledge in areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high net worth clients.
In July of 2016, I earned the CERTIFIED FINANCIAL PLANNER™ certification after completing the extensive curriculum required. The intensive program requirements helped me gain a greater understanding of risk management techniques, as well as insurance, taxes, estate and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Personal
Raised in Spokane, I spent some time after college working in Eugene, Oregon before moving back to Spokane in the late 90’s. I enjoy being active in the community and spend most of my volunteer time working with my Rotary Club. My interests outside of work include snow skiing, golfing, traveling, and spending time at our Loon Lake cabin. In June of 2008 I married my lovely bride, Jennifer. In October of 2010 we welcomed our daughter, Emma, into the world! And in April of 2013, we had the joy of welcoming our twin daughters, Sarah & Sophie, to our family as well. The five of us live on Spokane’s south hill.
