Know me a bit better....

I am deeply motivated by two things: maximizing what is in front of me and helping those around me. If someone were to hand me an orange and ask for juice, I would happily pull out my citrus juicer. Not only would I give them a glass of orange juice, but I would squeeze every last drop out of that orange. With my tools, and motivation to maximize, we can work together to make your retirement as full as possible.  

Help me care for the people you care for

Outside of my work with my clients, I love spending time with my family. We love going to parks, skiing, and playing games. When I find time for some of my hobbies, I go backpacking, play in an adult soccer league, flying my drone, going to Sounders games, listening to Mariners games, doing CAD drawings of buildings and homes, and pursuing the ever-fleeting perfect yard. My final pastime occupies a large amount of time each day. I am not a good cook, so I spend a lot of time anticipating the wonderful food that my wife makes! 

Education and Accomplishments 

  • Bachelors Degree from Northwest University
  • Insurance and Securities
  • Series 7 & Series 66  

Community Involvement 

  • I volunteer for......
  • Young Life's Beyond Malibu
  • Financial Peace University at Christ The King Church
  • I make a habit of staying in touch with my former high school students
  • I do my best to guide them through life and finances

Life to this point

  • Married since 2014
  • 3 daughters
  • Former high school pastor
  • Mountain Guide in Canada
  • Runner and Soccer Player
  • Pursuing my private pilots license