I’ve been guiding clients through their financial journeys since 1970, developing deep knowledge across investments, financial planning, and advisory services. Over the years, I’ve worked with respected firms including Raymond James, Sunset Financial, PNMR Securities, A.G. Edwards & Sons, and most recently D.A. Davidson & Co. In April 2025, I joined The Gorge Wealth Advisors in Vancouver, WA, where I continue to serve clients with the same dedication and care I’ve brought to my practice for more than five decades.
My career formally began in the financial services industry in 1970, and I’ve successfully completed numerous professional exams over the years—including Series 1, 7, 24, 51, 63, 65, and the SIE. These licenses allow me to provide clients with well-rounded guidance as they plan for retirement, manage their portfolios, and make confident financial decisions.
At this stage of my career, I take pride in combining decades of experience with personal attention, helping each client feel supported and confident as they navigate their financial future.
Professional Licenses & Credentials
- General Securities Representative – Series 7 (held through LPL Financial)
- Uniform Securities Agent State Law – Series 63 (held through LPL Financial)
- Uniform Investment Adviser Law – Series 65 (held through LPL Financial)
- Securities Industry Essentials (SIE) (held through LPL Financial)