Qualifications
I have been a Financial Advisor since 1997. Prior to joining RBC Wealth Management in 2002, I was a Financial Advisor and Portfolio Manager with Prudential Securities. I have also completed the Portfolio Focus Portfolio Management program through Portfolio Concepts as well as the Strategic and Tactical Asset Allocation and Fixed Income Portfolio Management programs offered through the CPM (Certified Portfolio Manager) program. In 2008 I achieved membership in the RBC Wealth Management President’s Council.
Personal
I have spent most of my life in the Puget Sound area, with the exception of ten years while going to school and then living in Los Angeles, CA. I currently live in Kirkland with my wife of 25+ years and have three fantastic boys/young men, who are all now taller than me. One is a UW Husky Graduate, one is a WSU Cougar, and one is a CWU Wildcat. Outside of my work, I enjoy playing golf, traveling, boating, camping, and consider myself a fairly avid local sports fan.
