LPL Financial Advisor
As an independent Investment Representative with Livingston, it opens up different avenuesto invest your hard-earned money. Livingston gives us more opportunities to diversify your portfolios…taking advantage of the up markets and reducing your exposure to the down markets. I hold my Series 7 and Series 66 Licensing held through LPL Financial as well as Insurance Appointments. My talent is helping my clients understand their financial goals and together we work on a strategy towork toward getting there. I look at what I am doing as an opportunity to connect with you in helping plan your financial future
Born and raised in Spokane & Coeur d’ Alene, Idaho, I am a graduate of Washington State University, where I majored in Communications with a minor in Business Administration. After college, I moved to Salzburg, Austria where I worked at a private preparatory boarding school as the Dean of Students for two years. My family and I moved to Enumclaw 22 years ago. I owned and operated my own business for 19 of those years, working with people’s valuable vacation time as well as dollars. I began working in the financial world three years ago. I have a passion for working with clients long and short term financial objectives.
I am married to my wife Julie with two great daughters, Jessica and Meghan. Volunteering is an important part of my life. I am a member of the local Rotary Club, attend the Summit Church, and have served on the boards and as President of the Chamber, Rotary and Hospital Foundation. I enjoy time with my family, friends and spending time at our place on Lake Coeur d’ Alene. Snow skiing, water sports and golf are a few things I enjoy as well.