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Now with 37 years of investment experience, I feel great pride to be aligned with Baird, a company that truly cares about clients as their absolute priority. I thoroughly enjoy the culture of hard work and have never been more impressed with a company as I am with the individuals that comprise Baird. In addition to working from the Bellevue office, I feel fortunate to routinely spend time working from Lopez Island.
I am committed to helping clients attain their financial objectives and goals through careful listening, consulting and taking a well-rounded and diversified approach. I am lucky to work with Jodi Hanson who keeps me grounded and focused. Together we make a great team. I still have an entrepreneurial zeal as a Contrarian investor and feel very fortunate to have a job that is a passion. I am also proud to be a shareholder in a private employee owned firm.
To discover the difference true partnership can make in your financial life, contact me.
*Quote from the movie Wall Street