My job as a financial advisor is to be relentlessly solution-focused for the families that I have the privilege of working with. One of my responsibilities includes discussing solutions to problems and opportunities that clients are aware of as well as those that my 30 years of experience allows me to see that they may not. Prior to moving to Omak, I was an advisor with another firm in California.
Shortly after my wife, Jacque, and I moved to Washington, we had our son Stephen, who today is a successful Edward Jones financial advisor. Soon thereafter, we had our second son, Gregory. Greg currently is in law school at Seattle University and is heading in the direction of becoming an elder law attorney. His wife, Larissa, is in the early stages of starting her Edward Jones career with a focus on the Seattle market. In my practice, I believe that every person has a financial ship, and my clients are the captains of their ship. When we work together, I serve as the navigator/radar person. I do this by seeking to truly understand what is most important to them - whether they’re planning for retirement, investing the proceeds of a home sale or large settlement, or simply protecting the financial future of the ones that mean most. By taking the time to educate them on our established strategy and process, I help set a course for their goals. Finally, by proactively partnering throughout their lives, I continue my relentless solution-focus to help make sure those goals are reached. Because of our strategy and process, our team works with households from all over the country. I strive to impact my clients, my community, and everyone I come into contact with. My branch team and I look forward to serving you! Member SIPC.
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