About me:

  • Married to Terri for 35+ years and the proud parents of three strong, independent daughters, all college graduates now “on their own”

  • I am one of nine kids, so if you grew up in Edmonds in the 70’s and 80’s, chances are pretty good that you know one of us.

  • Our main home is in Edmonds, but we spend much of the fall and winter at our home in sunny Arizona (where I maintain a home office).

  • Favorite TV show – Curb Your Enthusiasm


  • It is not just your “Return on your Investment”, but your “Return on your Life”

Why I love my job:

  • I like being the person clients and other professionals go to for all things financial……..their trusted advisor.

  • I enjoy helping people make smart choices about money.