InsuranceFinancial ServicesFinancial Investment ServicesInsurance-Financial Services
Hours:
By appointment
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I provide financial and insurance services to individuals, families, and business owners throughout the Tacoma and Pierce County area. My practice is built around a relationship and goal-based approac
I work with individuals, families, and business owners using a relationship and goal-based approach to help them clarify priorities and understand strategies related to retirement, education funding, long term care insurance, and lifetime income. I help clients balance today’s needs with long term priorities through thoughtful, client centered conversations.
I live in Tacoma with my wife and our two dogs and have served as a Tacoma Pierce County Chamber Ambassador for the past three years. I also serve on the board of Comprehensive Life Resources, a local nonprofit. Outside of work, I enjoy baseball, the outdoors, cooking, and exploring new places.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other unaffiliated insurers. I am also a Registered Representative of NYLIFE Securities LLC, Member FINRA SIPC. New York Life and its agents do not provide tax or legal advice.
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