Every day brings a new adventure in my role as a Wealth Advisor, and that's something I truly cherish. My fascination with the financial world started at Pacific Lutheran University, where I graduated with honors in Business Administration, focusing on Finance. This curiosity paved the way for my journey with the B3 Wealth Strategies team in 2012, a journey filled with opportunities, growth, and rewarding experiences.
Transitioning into the role of a Wealth Advisor after my graduation in 2014, I found my passion in creating and reviewing financial plans, implementing recommendations, and reviewing client portfolios and investments. My commitment to providing knowledgeable financial advice was further reinforced when I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2016.
The heart of my job lies in the relationships I build with my wonderful clients and the joy of witnessing their lives evolve. I find immense satisfaction in assisting clients to reach their goals and adapt to life's inevitable changes. As I delve deeper into understanding their objectives, I diligently search for investments that resonate with their values and aspirations.
Born and raised in Woodinville, WA, my close-knit family nurtured my love for sports and taught me the importance of quality family time. This lesson is something I hold dear, especially now as a father to my three children. My wife, Amanda, and I constantly strive to create lasting memories with our daughter Lauren and sons Beckett and Colton.
When I am not in the office you can find us traveling and finding new places to explore. While at home we are busy with playgrounds, scooter rides and long walks with our golden retriever, Oakley. I also enjoy getting in a round of golf and pushing myself by training for triathlons.