Building Your Future, Together
Let's face it, talking money can feel intimidating. It's personal, complex and trusting someone with your future is a big decision. That's why I, along with my incredible branch office administrator, Audrey Delmore, prioritize building strong relationships. Every situation is unique, and getting to know you is key. Only then can we craft a personalized retirement plan, your roadmap to golden years.
From Numbers to Dreams
Financial advising wasn't always my path. I thrived working with people at a health insurance company, but building relationships and advocating for clients ignited my passion. This naturally drew me to finance. Math has always been my happy place, a world of logic and solutions. Combining that with helping others – that's when things clicked. Now, my greatest satisfaction comes from assisting folks nearing retirement in living out their dreams.
Rooted in the Peninsula
The Olympic Peninsula isn't just where I live, it's where my heart belongs. Born and raised here, my wife, Megan, and I returned in 2016 after 12 years in Seattle. It was a homecoming for us and our son, Wolfe (almost 3!), who brings endless joy. Our furry crew – two dogs and four mischievous cats – adds to the lively chaos! When not chasing after Wolfe or wrangling cats, you'll find us outdoors, soaking up the Peninsula's beauty. We love gardening, family hikes, cycling scenic trails and whipping up delicious meals to share with loved ones.
Giving Back to My Community
As a proud Jefferson County member, I'm deeply invested in its well-being. Being on the Jefferson Healthcare Foundation allows me to contribute to exceptional healthcare close to home for everyone. You'll also find me with the East Jefferson County Rotary Club, another way I connect and give back.
Together, We Can Make a Difference
Markets can be unpredictable, but that doesn't mean you have to feel powerless. Together, we can navigate these and create a plan that puts you in control. I'm here to help you determine your retirement needs, assess progress towards goals and structure your portfolio for long-term success.
Let's build a future filled with financial confidence and success.
Together with Audrey, my knowledgeable and dedicated partner, we're a team dedicated to providing highly personalized services to our clients