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 2015. I help clients succeed by finding confidence in their game plan. More specifically, I help clients identify gaps within their individual estate plans, financial plan, and business transition plan. I come alongside their current advisors to fill in these gaps.

I live in Mill Creek, and serve clients in Seattle and Tacoma. I enjoy spending time outdoors with my wife, Megan, and our son, Coen. In my free time, I participate in various community, industry, and arts-based organizations, including the Northwest Fisheries Association, Auction of Washington Wines, and The Pilchuck Glass School. For fun, I enjoy hiking many of Washington's backcountry trails, golfing, fishing, live music, and great food and drink.

My areas of focus: , ,


  • Western Washington University: Bachelor of Business Administration, finance


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.