Personal
I live in Scottsdale, recently relocating from Seattle Washington with my wife of 27 years and our son who attends the University of Arizona. I enjoy my career greatly and also enjoy living an active lifestyle. I love outdoor activities such as golf, tennis and hiking. I've been a competitive triathlete for the last 12 years, completing over 15 Ironman Triathlons around the world. The discipline and refusal to quit attitude it takes to be successful in Ironman racing and training are illustrative of how I live my life.
Qualifications
I have worked as a Financial Advisor in the investment business since 1987, initially with Drexel Burnham Lambert before joining RBC Wealth Management 27 years ago. I've built my business with a focus on fixed income, developing an expertise that I feel greatly benefits my clients. I have degrees in business and economics from the University of Puget Sound, graduating in 1986. I have passed the Series 3, 7, 63 and 65 exams.