Since joining AXA Advisors over 10 years ago I have developed a formalized approach to financial planning and helping my clients.  My personal mission is to help guide clients towards achieving financial success through unbiased goal oriented financial advice.  Whether working with individuals, families or businesses, my objective is the same- to form a long lasting relationship based on trust so that together we can create a financial life plan to help you realize your financial goals and dreams.

 

Education:
In an effort to stay at the top of my field and enhance my professional skills, I have regularly attended industry training and certification programs including completion of the curriculum and passing rigorous exams for the:

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Chartered Life Underwriter (CLU)
  • FINRA Securities Registrations: Series 7 and 66
  • Life, Health, Disability, Long term care licenses
  • Bachelor of Arts, Business Administration with a concentration in Finance from Western Washington University

 

About me:

  • When I am not working I enjoy spending time outdoors with my wife, Blaire, our daughter, Havana, and our super-dog, High Pockets. 
  • Whether I am backpacking in the Cascades or fly fishing in one of Washington’s rivers, I enjoy the serenity and beauty Washington has to offer.
  • One of my biggest passions is traveling the world and exploring other countries and their cultures.  I have traveled extensively throughout the United States and abroad.
  • In the winter I’m an avid skier and enjoy spending my weekends in the mountains with family and friends.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Planning Services I Offer:

  • Fee based financial planning
  • Non fee based financial planning
  • Family wealth management
  • Business planning
  • Estate planning
  • Education funding
  • Tax strategies
  • Survivorship planning
  • Retirement and goal analysis
  • Business continuation planning
  • Retirement distribution planning


Plan Implementation Vehicles:

Investment and Retirement Accounts:

  • 401k                                  
  • 403b
  • 401a
  • 457
  • 412i
  • IRA
  • Roth IRA
  • SEP IRAs
  • SIMPLE IRAs
  • Pension plans
  • Profit sharing plans
  • Keogh plans
  • 529 plans
  • ESOPs
  • Coverdale Education savings accounts
  • Executive bonus plans
  • Executive compensation plans
  • Deferred compensation plans

Asset Management and Asset Allocation Strategies: 

*As of 1/1/2018 total assets under managment exceed $100,000,000

  • Publicly traded stocks (US and Foreign)
  • Bonds
  • Mutual funds (over 7,000)
  • Exchange traded funds
  • Closed end funds
  • Commodities
  • Unit investment trusts
  • Annuities (fixed, immediate and variable)
  • Hedge funds
  • Money market funds
  • CDs
  • Real estate investment trusts
  • Options
  • Structured investments

Risk Management and Insurance:
Insurance coverage provided through a network of over 50 insurance carriers

  • Life insurance
  • Long term care insurance (group and individual plans)
  • Disability insurance (group and individual plans)
  • Health insurance (group and individual plans)

 

Thank you for visiting my Web site! Stay a while and browse its many features and calculators!  If you’d like to learn more, please call or email me to schedule a time for us to meet. I look forward to hearing from you!
 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CLU is a professional designation of The American College, Bryn Mawr, PA.