So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.
He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.
As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.
“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”
