How I Increase Your Value of Time^®

I’ve learned much from my decades as a co-owner owner of an asset management firm. There are as many views of money and financial security as there are clients. No one individual is exactly like another in that respect. Recognizing the differences and what’s important for each client is essential to providing them peace of mind that they’re on a path to attaining financial security. That gives them the resources and time to spend with family, friends, recreating, traveling, etc. while knowing that the specifics of their financial journey are being monitored and served.

My Career Journey

I gained valuable experience with several large, diversified financial services firms. I joined my business partner in building an asset management firm where we directed portfolios using individual equities and fixed income securities. After nearly 30 years, we’re excited to be joining Pacific Portfolio in that same capacity. We’re looking forward to expanding our service offering and taking advantage of the synergy created by the combination of our respective asset management disciplines.

My Academic Base

I hold an undergraduate degree in Political Science and Economics from the University of Washington and a J.D. degree from Gonzaga University Law School.

What the Value of Time^® Means to Me Personally

I enjoy the hours spent with family and friends. Barbara and I have enjoyed skiing, sailing, flyfishing, golf and time spent at our vacation home in the desert during our nearly 40 years of marriage. Maintaining a balance between that and the work that I love allows me to remain socially and professionally engaged.

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