I founded Lake Forest Park Financial on the belief that everyone deserves financial advice built on trust, communication, and real-world experience.
As a Chartered Retirement Planning Counselor SM (CRPC®)* with more than two decades of industry experience, I help individuals, families, and business owners build strategies that evolve as their lives and financial needs grow more complex.
For me, financial advising goes beyond portfolio management. I often serve as a personal CFO and sounding board—helping clients weigh today’s decisions against tomorrow’s opportunities, navigate the impact of the global economy, and plan for a confident retirement.
To guide this process, I developed the Lakeview Formula —a framework built around seven pillars of financial importance. A successful client relationship, in my view, is a long-term partnership where strategies adapt as life changes.
Launching my independent practice allowed me to put clients at the center of everything I do—offering personalized advice without corporate agendas. That independence aims to ensure the focus remains squarely on helping clients pursue clarity, confidence, and long-term success.
A longtime Seattle resident and University of Washington alum, I live in Lake Forest Park with my wife, Jenny, and our three children—Tristan, Hudson, and Amelia. We embrace everything the Pacific Northwest has to offer, from boating on Lake Washington to exploring local trails and cheering on Seattle’s sports teams.
*CRPC conferred by College for Financial Planning.