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My roots in Washington State run deep. If you have ever headed out to Mount Rainier and seen Longmire lodge, that is my lineage going back to the pioneering days of Washington State. Family lore says the land was lost for not paying taxes. I find this amusing as generations down the road I am the financial planner in the family. I met my wife at Camp Sealth on Vashon Island, and she was my high school sweetheart. I am a graduate of Pullman High School and Washington State University, Go Cougs. I currently reside in Snoqualmie with my wife Andrea, son Aiden and our Boston Terrier Tribble.
We run two businesses a Financial Planning Firm focused on retirees or soon to be retirees and a Insurance Brokerage (Life) focused on P&C agencies and other Financial Professionals.
Investment Advisory Services offered through Regal Investment Advisors, LLC, an SEC registered investment adviser. Fortress Mega, LLC is independent of Regal investment Advisors. Registrations with the SEC does not imply any level of skill or training.
AAA Washington Auto Club retirement roadmap director
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