As a Certified Financial Planner (CFP®)*, I believe it's important to understand our client’s lifetime goals. Knowing this can help determine suitable strategies for pursuing all your financial needs: wealth accumulation, preservation, and transfer.

After a 24-year career in the U.S. Marine Corps where I advanced from private to commanding officer, I began my career as a financial advisor in 2000 at PaineWebber and Co. which became UBS Financial Services.  I then joined Edward Jones in 2004 where I became a limited partner, accepting many voluntary leadership roles with the company while helping hundreds of clients and their families work towards their financial goals. I joined LPL Financial in 2017.

I hold both a bachelor and master’s degrees in business administration. I have earned the CFP® and Accredited Asset Management Specialist (AAMS®) professional designations. The CFP® designation required an additional 18-month training program and a national certification exam. Less than 30% of US financial advisors hold the CFP® designation. *

My wife of over 30 years, Debbie, and I are active in church, have a daughter, Courtney, and I have a son, Ashedon. I've supported Shriner's Hospitals for years and served on the board of the Martin Luther King Jr. Family Outreach Center in Spokane for over a decade. I have served as a member of the citizen’s advisory board for Fire District 4 in Spokane County for many years. I am a member of the Financial Planning Association and life member of the Disabled American Veterans, Veterans of Foreign Wars, American Legion and the National Rifle Association.

I believe meeting face to face builds strong relationships. We meet when and how it's convenient for you. With the advent of technology, we can even meet face to face using video conferencing.

As you can see, my entire life has been focused on helping people. With the support of thousands of people at LPL Financial and their advanced technology, my goal is to provide the investments and services needed to help build a comprehensive financial assessment and plan that addresses your financial needs and goals.

*CFP Board of Standards