I began my career with (Dean Witter) 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 PLANNER® professional certification. In 2005, I was promoted to the Silverdale office as a full-time branch manager.
In 2011 I co-founded Conestoga Wealth Partners.
I have lived in Olalla since 1993 with my wife of 40 years, Denise. We have three children: a son, Andrew, and two daughters, Brooke and Brittany. We also have four granddaughters—Rae, Belle, Jayden and Lily—and one grandson, Charlie.
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 the fire service.
I have a bachelor’s degree in business administration, I am a licensed private pilot and I have a golden retriever named Scout.
Fees: Generally speaking, for investments managed, my fee is 1%–1.25% a year.* For hourly planning, my fee is $450/hour.
So that I can give 100% of my attention to existing clients, I am no longer accepting new clients. Please reach out to one of my very capable Partners. If you are a referral from someone I know, I am happy to talk with you to assess your situation.
*In addition to the annual management fee, clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.