ABOUT ME

 

As a Private Wealth Advisor Managing Director, 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 1991. I help clients succeed by providing high-end wealth planning and investment advice to bring as much value as possible to clients, especially as it pertains to the sale of their privately-held business or with corporate executives. I also help high net worth clients navigate the unintended consequences of their wealth to create value and provide financial piece of mind for them and their families.

I live in Maple Valley, and serve clients in the Seattle and Bellevue area. I enjoy spending time with my family and serving on the Bellevue College Foundation Board of Directors. I enjoy tennis, pickle ball and traveling.

My areas of focus: Business owners, Executives, Wealth creators

Education

  • University of Montana: Bachelor of Science, business administration
MY OFFICE

 

1420 5th Ave Ste 2100
Seattle, WA 98101

advisor address map to1420 5th Ave Ste 2100
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Read article

Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

Read article

Financial planning

Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Investments are here to help with financial planning each step of the way.

Read article

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.