ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1993. I help clients succeed by understanding the intricacies and nuances that are unique to them and navigating them through the complex financial and economic environment.

I live in Snoqualmie, and serve clients in Bellevue and Seattle. I enjoy spending time outdoors with my wife and our three children. I have previously served with the Financial Planning Association, Lenny Wilkens Foundation, and Make-a-Wish of Pacific Northwest.

My areas of focus: Business owners, Executives, Modern families

Education

  • Pacific Lutheran University: Bachelor of Business Administration, finance and international business
MY OFFICE

 

1420 5th Ave Ste 2100
Seattle, WA 98101

advisor address map to1420 5th Ave Ste 2100
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.