"Money Never Sleeps*"

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 

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