I began my career in one of the equity market’s most tumultuous years on record, 2007. I have helped clients manage their wealth throughout good times and bad.

• College for Financial Planning, CFP Certification Professional Education Program
• College for Financial Planning, CRPS Chartered Retirement Plans Specialist
• Wealth Management Education Program, UBS Financial Services Inc.
• Zoologic Portfolio Management Training (PMP curriculum)

• B.A. Business Leadership, University of Puget Sound, 1993
• B.A. Psychology, University of Puget Sound, 1993
• Graduate of Second City Conservatory Program (Improvisational Theater)

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Variable Life Insurance and Variable Annuities Licensed: AZ, CA (#0F82900), MN, NV, WA

• Active interest in photography, travel, cooking, improv and organic fruit farming
• Family of four including two active boys and a French Bulldog

AK, AZ, CA, CO, FL, GA, ID, IL, MI, MN, MT, NV, NY, OH, OR, TX, UT, VA, WA, WI