Financial Advisor – Managing Partner
I began my career with Morgan Stanley Smith Barney in 1995 as a financial advisor in Tacoma, Washington.
In 2002, I was promoted to branch manager of the Gig Harbor, Washington, office; I functioned as a financial advisor and branch manager. In 2002, I achieved the CERTIFIED FINANCIAL PLANNERTM professional certification. In 2005, I was promoted to the Silverdale office as a full-time branch manager.
In 2010, I decided to focus completely on clients as a financial advisor by founding Conestoga Wealth Partners.
I live in Olalla with my wife of 32 years, Denise. We have three children: a son, Andrew, and two daughters, Brooke and Brittany. I am a past volunteer wish grantor and bureau speaker with the Make A Wish Foundation. My education includes a BS in business administration from the University of Phoenix (1996); an AS from Riverside Community College (1993); and CFP® from City University in Seattle (2001). I have also taken advanced coursework within the firm focusing on areas of financial, estate, insurance, and retirement planning.
Prior to my career in financial services, I owned my own business as a real estate appraiser; prior to that, I held positions in law enforcement and fire service.
I am a licensed private pilot and enjoy photography, hiking, horses, ranching, landscaping, and travel. I have a golden retriever named Scout.
Financial Advisor – Partner
I am a senior advisor and partner with Conestoga Wealth Partners here in Gig Harbor.
I was born and raised in Washington State and live on Fox Island with my wife of 22 years, Cheryll, and our two teenage daughters, Libby and Carli.
We enjoy traveling. My wife is a retired flight attendant with Delta Airlines. Other activities I enjoy are sailing, working on my old boat, flying an airplane, scuba diving, gardening, woodworking, fishing, skiing, and just about anything else that gets me outdoors.
I have been an investment professional since 1987 when I began my career in Gig Harbor with Shearson Lehman Brothers, a predecessor of Morgan Stanley Smith Barney. During much of the time between 1996 and 2006, I performed the dual role of both the branch manager and financial advisor.
Experience, track record, and an ongoing commitment to honing my craft have helped put me in a truly unique position.
Financial Advisor – Partner
Hello! Thank you for visiting.
I grew up in Olalla and graduated from Duke University with a degree in economics in 2016. While there, I was captain of the varsity wrestling team and a three-time All-American. I was once televised nationwide on ESPN prime time for the national semifinals. Fair disclaimer: I lost!
Nonetheless, wrestling taught me so much. It reminds me how a team behind us makes a world of difference, though we may be alone during competition. Our clients recognize the same thing I did: it helps when we don’t go it alone. Having a team to rely on for trusted advice, coaching, and simple honesty can be exactly what we need to accomplish our goals.
Besides providing financial advice, I moonlight as an assistant wrestling coach at South Kitsap High School. Creating opportunities for young, hardworking kids is incredibly rewarding.
I am often found weightlifting at the Y or running half-marathons and Spartan Races with my lovely wife, Brooke. I am also an avid reader and love a good podcast. Personal growth is a passion. So is my family—one of my favorite things in this world is sitting around the table with my family for Sunday morning pancakes.
I proudly serve on the South Kitsap Rotary board, previously served as treasurer for the Gig Harbor Young Professionals, and volunteer for the Duke Alumni Association. I also guest lecture at the University of Puget Sound on behavioral finance and financial planning.
Financial Advisor – Partner
Today, trusted financial advice is more important than ever. As your financial advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that helps put your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.
My career spans Morgan Stanley for more than 20 years, UBS for six years, and, most recently, Conestoga Wealth Partners since 2015. With more than 30 years of experience as a financial advisor, you can rest assured that I bring the knowledge and experience to guide you successfully through your financial journey.
Client Service Associate
My name is Jaci (Jack-ee), and I am proud to be a part of Conestoga Wealth Partners. As our client concierge, I am typically the first person you hear when calling Conestoga. I am the main point of contact for money movements, administrative questions, and friendly conversations. I have been a part of Conestoga since 2011; prior to that, I served clients in banking at Wells Fargo. My standing goal is to start your relationship with Conestoga on the right foot and then deliver unparalleled service for years to come.
When not directly helping clients, I love spending time with my family. I also enjoy reading, dogs, baseball (Go, Mariners!), and football.
Chief Compassion Officer
Financial planning is often an emotional journey. As clients' financial partners, we celebrate their successes and empathize with their loss. As chief compassion officer, my job is to improve client smile ratios, increase the Warm Atmosphere Index, and welcome you to a place where we are genuinely happy to see you. You may not see me every day in the office—I often work remotely, leading seminars and workshops with our advisors in an effort to make them better humans.
My favorite pastimes outside the office include chasing goats, tug of war, hugs, and belly rubs. I also love spending time with my two nephews, Smith and Wesson (also dogs). My favorite quote is from Merrill Markoe: "I sometimes look into the face of my dog Stan and see a wistful sadness and existential angst, when all he is actually doing is slowly scanning the ceiling for flies."
We work tirelessly to ensure clients prosper. We also work hard not to take ourselves too seriously.