I have enjoyed living in Gig Harbor/Tacoma area for over 25 years. I've been married to my college sweetheart for 31 years and we have two grown children. I received my Bachelor of Science degree in Finance from Arizona State University. I have over 20 years of experience in the financial services industry ranging from designing financial plans for a New York-based securities investment company to being a co-founder of an independent Registered Investment Advisory firm in Scottsdale, Arizona. I have also served as Treasurer on a non-profit board for over 8 years and launched a successful startup company in the South Puget Sound area. I am dedicated to providing professional, objective financial advice to help my clients make personalized financial decisions that are in their best interest while making sense for their personal goals and life stages.