I am proud to serve as a Founder and Wealth Advisor at Calibrate. With over 30 years of experience in the financial services industry, my primary responsibilities include working directly with clients, providing comprehensive financial planning services, and offering tailored investment advice. Before embarking on my career, I attended Clark College, which laid the foundation for my journey in financial services. Over the years, I have obtained the Series 7 & 66 securities licenses held through LPL Financial, as well as the Certified Plan Fiduciary Advisor® (CPFA®) designation, underscoring my commitment to maintaining the highest standards of fiduciary responsibility.
I am deeply motivated by the opportunity to help clients plan for and work toward financial independence. One of the most rewarding aspects of my job is interacting with and educating clients about various financial products and services. I find immense gratification in guiding others along their journey toward financial independence, and I believe that the greatest value I can provide to my clients lies in my knowledge, expertise, compassion, and sincere desire to see them succeed.
I have strong roots in the Pacific Northwest, as I was born in Corvallis, Oregon and grew up in Vancouver, Washington. I currently reside in Hockinson, Washington with my wife, Becky. We are proud parents of two wonderful sons, Trey and Tanner. Outside of work, I am actively involved in volunteer coaching at the high school level and have previously coached at the youth level. In my free time, I enjoy golfing, playing softball, skiing, boating, and spending quality time with my wife and kids.