Guiding individuals & businesses to identify, plan for and pursue personal and financial goals has been an important part of my career. With over 30 years of experience in financial services, it is great to be part of a team of seasoned Financial Advisors working together to assist clients in pursuing their goals
B.A. Business Administration, Washington State University, 1982
Community Action Center, Board Secretary
United Way Board 2008-2014; Palouse Dance Club, President, 2013-2015; Whitman County Association of Realtors 1992-2006, named Affiliate of the Year in 1997; Pullman Soccer Club, President, 2002-2004.
Just over 40 years ago my wife, Susie, and I were married and began our life together in Pullman with many joys and occasional challenges—in our early years finances were tight; core values of faith and compassion were the compass that kept us on track. We learned to be content with what we have and to make the most of our resources. Four sons and three careers later we continue to let values lead and resources follow. The primary satisfaction in my working years has been helping others to achieve personal and financial goals. At Values and Vision my focus includes financial planning and business services (valuation and succession planning). Whether working on financial plans for individuals and businesses or leading workshops in the community, I delight in assisting others to identify goals and to align their finances to support and help to achieve those things most important to them.