A Personal Touch to Investing

  Teddy Roosevelt once said, “People don't care how much you know until they know how much you care."

This statement serves as the mantra for the way in which I seek to do business with my clients. I want to get to know you, your goals and your dreams – the things you really care about. Then, leveraging the strength of the largest full-service investment firm headquartered in the Northwest, we can develop a personal financial plan that is best suited to help you achieve those aspirations.

The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. I believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan. I strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of my approach to business.