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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Service To Others

We believe in the idea that to get everything you want in life help others get what they want and need. Wake up everyday and ask yourself what can I do to help someone today. We are a Financial Services company with much emphasis on serving others. We are actively involved as Board Members for the following organizations. 

Snoqualmie Valley Rotary Club  President

SnoValley Chamber of Commerce  Secretary

YMCA Advisory Board Member

Snoqualmie Valley Rotary Club