What is your current role / professional background?
I provide expertise in advanced insurance and estate planning techniques. I also share responsibility for creating personalized investment portfolios.
I have earned two financial planning designations—CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® — and the life insurance designation Chartered Life Underwriter®. Additionally, I also hold the Chartered Advisor in Philanthropy (CAP®) designation, which teaches advisors how to help clients use philanthropic techniques to meet their financial goals.
I have worked for investment firms in Washington and California for over 25 years.
In the community, I’m active in these organizations:
- Humane Society of Tacoma and Pierce County
- Sunrise Rotary of Tacoma
- Tacoma Estate Planning Council
- Cascade Regional Blood Services
What drew you to financial advising?
I worked as a marketer for different mutual fund firms for much of my professional career. As part of my duties I used to attend trade shows and professional conferences that for independent financial advisors. At these events, I talked to many of the most successful advisors and attended seminars targeted to this group. I learned a lot and liked the idea of becoming a financial advisor. I decided to take the classes to become a CERTIFIED FINANCIAL PLANNER™ when I lived in the San Francisco Bay Area. I took them all but the last class because I couldn’t figure out how to afford to make the transition from over-paid marketer to entry-level financial advisor. After moving to Gig Harbor I decided that helping others with their financial problems was what I really wanted to do, so I completed the CFP® courses and passed the test.
If your house was on fire, what three things would you grab?
- Our three-legged cat Ninja Bob. He is pretty fast, but if I didn’t hang on to him he’d probably just run as far away as he could if someone left the door open. If not, he’d make a racket and I’d have to go find him in the burning house. If he did get out, I’d probably be searching our neighborhood for hours trying to find him.
- Our basic financial records box so I wouldn’t have to recreate all of our records from scratch. Most of these are backed up into the cloud, but it is good to have passports, wills, birth certificates and copies of insurance policies, the latest tax returns and other records.
- A bunch of old photographs and two computer drives with about 20,000 images that I have taken over the past six years. If I could get to it, I’d also grab my photography back pack.