As a Senior Vice President - Financial Advisor and Senior Portfolio Manager – Portfolio Focus, I have been helping clients achieve their financial goals of accumulating, protecting and transferring wealth for over 17 years. My business has been referral based for the past 12 years.
I graduated from Oregon State University with a Bachelor of Science degree in business and a minor in behavior science. I have resided in Seattle since 1979, where I make my home with my wife and three sons.
