I do the bulk of the planning and investment management and am the lead financial planning advisor. Contact me for advice or to relay trade instructions. I hold multiple licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 66 (Investment Adviser Representative). I have been a CFP® since February 2013. I say I liked the exam so much I took it twice. It handily wins the "hardest exam I have ever taken" award. To check my credentials, go to the CFP site and our self-regulatory organization's website, FINRA's BrokerCheck.
Gonzaga University is my alma mater. I earned a Bachelor's of Arts in Journalism with 2 minors in Music and History. Yes, I wish I would have chosen Business instead. I still root for the Zags in spite of my ill-informed major choice.
Favorite Movie of All Time
Movie I've Watched the Most Times
“You call that a radar? What’s all that churning and gurgling?”
“No sir, we call that Mr. Coffee. Mr. Radar is over here.”
Favorite Thing To Do
I really like working with people who are fired up about achieving their goals. Those are people I like being around. I also love doing things with my wife and each of our kids: date night with my wife, shooting trap with my oldest son, cooking Saturday morning breakfast with my daughter, and sparring with my youngest son.
“I ate a shiny rock. Hurray!”—The Green Crayon (Any Studio C fans out there?)
“Try not to become a man of success, but rather try to become a man of value.” — Albert Einstein
“Someone's sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett