Helping others is one of my core values.  I've served the south King County area for over 20 years as a financial advisor and math professor at Highline College.  As a financial advisor I help people like you accomplish long-term goals.  Most of my clients are families or business owners who seek to build, protect, or transfer their assets.

Our starting point is a personal conversation about your goals, values, and current situation.  I learn what's important to you so I can create a strategy tailored to you.  We work together with other professionals (CPAs, attorneys, tax advisors, etc.) to help you stay on track throughout your life.  This highlights one of the most satisfying aspects of my approach:  I get to know each of my clients as people by working with them directly, as opposed to relying on a call center or collection of notes in a database.