With over 35 years in the financial services industry, each day still feels fresh, filled with new puzzles to solve and opportunities to seize. My journey began in the quaint suburb of Golden Valley, MN, where my fascination with finance took root. I fondly recall opening my first bank account and biking to the bank to make deposits. My grandmother, a savvy investor and an employee at a stock brokerage firm, significantly guided me toward this path.
Fast forward to today, I am a proud CERTIFIED FINANCIAL PLANNER™ professional, a testament to my dedication to upholding the highest ethical standards and continuously broadening my financial acumen. I graduated with a Bachelor of Business Degree, specializing in Finance and Marketing, and I leverage this knowledge to serve our esteemed clients at B3 Wealth Strategies.
While my expertise lies in financial planning and investment management, what truly ignites my passion are the bonds I forge with our clients. It is a joy to work through each client's unique financial needs, guide them on their financial journey, and celebrate with them as they reach their goals.
Away from the office, you'll likely find me enjoying quality time with my wife, Cathleen, and our family. I'm an avid traveler, culinary enthusiast, concert junkie and enjoy playing racquetball. If I can get a round of golf in with my three sons, or create memories with our five grandchildren, those are the best days!
In addition to my professional and personal pursuits, I am committed to giving back to the community. I actively support various non-profits, including Medical Teams International and the King County Library System Foundation, reflecting my passion for making a difference in the world.