I have been helping clients with their investments for the past 21 years. I started with Dean Witter in 1994, which became Morgan Stanley in 1997. I accepted management responsibilities in 2000 and as requested by the firm, have held several levels of management positions in the Pacific Northwest. In 2008, based upon the investment atmosphere and performance of the major investment firms, I sought a more financially stable, client service cultured firm, and thus joined RBC Wealth Management, in the Pacific Northwest Region.
I graduated from the University of Washington in the Army R.O.T.C Program and was in the U.S. Army Reserve from 1981 to 1989. I hold a Bachelor of Arts degree in Law and Justice from Central Washington University, with minors in Psychology and Sociology, as well as the Investment Series 7, 9, 10, 31, 63 and 65 licenses.
My family includes my wife Kim of the past 26 years, my eldest son John, who lives in Seattle working for FedEx. My daughter Courtney is a junior in college living in Yakima.