Previously, I was with another financial advising firm in Enumclaw, Washington and chose to leave and align myself with Clarity Capital Management/LPL Financial. As an independent investment representative with Clarity Capital/LPL Financial, it opens up different avenues to invest your hard earned money. Clarity Capital/LPL Financial give us more opportunities to diversify your portfolios—taking advantage of the up markets and reducing your exposure to the down markets. I hold my series 7 and series 66 securities registrations with LPL Financial as well as insurance appointments in several states.
Born and raised in Spokane, Washington and Coeur d’Alene, Idaho, I am a graduate of Washington State University where I majored in Communications with a minor in Business Administration. After college I moved to Salzburg, Austria where I worked at a private preparatory boarding school as the Dean of Students for two years. My family and I moved to Enumclaw, Washington 22 years ago. I owned and operated my own business for 19 of those years, working with people’s valuable vacation time as well as dollars. I began working in the financial world three years ago. I have a passion for working with client’s long and short-term financial objectives. My talent is helping my clients understand their financial goals, and together we work on a strategy to pursue their goals.
Through Clarity Capital Management/LPL Financial, I am proud to offer many different investment products with different degrees of risk and return. Mutual Funds, Closed End Funds, Stocks, Bonds, Exchange Traded Funds, Real Estate Investment Trusts, Unit Investment Trusts, Senior Loans, Annuities, Life Insurance, and Long-Term Care Insurance are a few of the investment tools available. In building a client’s portfolio through the many products and opportunities, we find a suitable mix for them. I am married to my wife, Julie, and we have two great daughters, Jessica and Meghan. Volunteering is an important part of my life. I am a member of the local Rotary Club, attend the Summit Church, and have served on the boards and as President of the Chamber, Rotary, and Hospital Foundation.
I enjoy time with my family and friends and spending time at our place on Lake Coeur d’Alene. Snow skiing, water sports, and golf are a few things I enjoy as well. (Not saying I am “good” at any of them, but I welcome the challenge.)
I look at what I am doing as an opportunity to connect with you in helping plan your financial future. I know that we will come up with a method for whatever your goals are, like a new car, a first home, retirement, education funding, travel, or leaving a legacy for your heirs. In this process, most importantly, we will have fun helping you work toward getting there.