Overview

I'm an experienced Wealth Manager who has been in the business for 27 years. March 2014 I started my own practice after working for others the past 25 years.

I am currently serving a handful of successful individuals and families. My experience in wealth management include building ETF only portfolio's while at Smith Barney from '01-'07, creating tax savings strategies using: Key Man NQ Deferred Compensation Plans, Executive Bonus strategies, 401(k) Rescue planning, partnering with MoneyGuidePro & their financial planning & retirement strategies the past couple of years. I have some tremendous CPA relationships in Spokane as well as tax & estate planning attorney's.

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