Helping people work toward financial well-being

Welcome to my website.  It is my pleasure to work with, and provide service to, satisfied clients.  I have been doing so through our Seattle branch office since 1993.

We specialize in investment and risk management planning, together with the products and services associated with this planning -- both to small business owners and to individual clients.  Business strategies include executive benefits as well as business transition/succession planning and estate conservation.  Suitable investment products, life insurance, disability insurance, annuities and long term care insurance are recommended where appropriate, and following the consultative process to identify client values, needs and goals.

I believe informed decisions that come from careful planning are what help my clients implement strategies and product solutions at appropriate times, empowering them on the path to current and longer-term financial well-being.

Please click on one of the website links to learn more, to take advantage of the opportunity for a no-obligation, initial consultation, and to help me discover if there are some areas where we may be of benefit to you or to someone you know.

Thank you for visiting the website.

Background and experience:

• Investment Advisor Representative with AXA Advisors, LLC
• Past President, Seattle Chapter, Society of Financial Service Professionals
• East King County Estate Planning Council
• ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), American College, Bryn Mawr, PA
• Master of Arts, University of Hawaii, Manoa
• Bachelor of Arts, California State University, Northridge

Twenty-six year residents of the greater Seattle area, my wife and I live in the eastern suburbs and enjoy reading, music, sports and running.

California Insurance License #0C83365