In the 1980's, my father invested in my college education at WSU. Choosing to stay local, my wife Angie and I have in turn found Pullman to be a great place for investing in clients, residents, and students ever since. This cycle of investing in people's long-term financial and personal success has been my delight throughout my career of over three decades with Waddell & Reed and now LPL.
Accredited Wealth Management AdvisorSM, AWMA®, this accreditation comes from the College for Financial Planning. Advisors are equipped with competencies for advising clients on preserving, growing, and transferring wealth.
LPL Chairman's Council - this is an award presented to the top leading LPL advisors.
B.A. Business Administration, Washington State University
AWMA® , Accredited Wealth Management Advisor, College for Financial Planning
Mentoring students via internships at work on Washington State University Campus and in our community
United Way of Whitman County, Former Board Member, Red Feather Award Winner
Member of the Local Chamber of Commerce
Chair Pullman Regional Planned Giving Advisory Council
Since getting married in the summer of our junior year at WSU, my college sweetheart Angie and I have been enjoying our time with each other, our four grown children and three grandchildren. When not keeping on things at the office, we are busy with various community activities. We also enjoy spending time outdoors, snowboarding, waterskiing, and traveling.