I bring over three decades of experience as a financial consultant, with a career that commenced at Piper Jaffray in 1993. Throughout my journey, I have navigated clients through the dynamic financial landscape, including a five-year tenure as a branch manager for DA Davidson Companies.
As a seasoned financial consultant, I hold the title of Investment Advisor Representative with Good Life Advisors and am a Certified Wealth Strategist (CWS®). I offer comprehensive advice on all aspects of my clients' financial well-being, tailoring wealth management strategies to their individual circumstances and aspirations.
Drawing from a wealth of experience and mentorship, my investment philosophy is rooted in the insights of esteemed investors such as Benjamin Graham and Sir John Templeton. I prioritize the preservation of wealth while seeking reasonable investment returns with a focus on the return of principal.
Beyond my professional endeavors, I am deeply engaged in the Boise community, having served as the charter president of the Eagle Kiwanis club and contributed to various organizations such as the Eagle Planning and Zoning committee, Junior Achievement of Idaho, and Idaho 2 Fly, where I guided cancer victims. An enthusiastic outdoorsman, I cherish the opportunities presented by the scenic landscapes of the western states.
I reside and conduct business in Boise, extending my knowledge to clients across multiple states. My unwavering commitment to principles, ethics, and integrity underscores my professional ethos, ensuring my clients receive steadfast support and guidance in their financial journeys.