I have been helping clients successfully retire and achieve their financial goals since 1998. I started my career as an independent advisor for three years and eventually moved to the banking environment. I spent five years as an advisor in a small community in central Wisconsin. I also had the pleasure of starting an investment planning department for an independent community bank near Milwaukee, WI. I have worked for large and small banks and have found my home here at iQ Credit Union.
Growing up here in the Pacific Northwest, I moved to Wisconsin just after high school. After completing my Bachelor’s degree at Concordia University Wisconsin, I met and married my wife. We moved back to Washougal eight years ago and she is a high school Spanish teacher. We have three beautiful daughters that keep us busy with sports and activities. Our fur babies include Charlie, a German Sheppard and Squeegee, a Siamese cat.
I truly enjoy helping, educating, and guiding our members through their financial journey. We provide many financial solutions to meet the various needs of our members. I currently have my Series 6, 7, 63 and 66 licenses along with my Life and Health insurance license. I believe in having a financial plan for our members and monitoring the progress towards their goals.
When not at work, you can find me on the sidelines at one of our kid’s events, hiking in the Gorge, or enjoying time by the water.