I strongly believe that when I am in the service of my fellow man, I am really in the service of God. I don't take that lightly.
My mission then is to help you find what I believe to be some of the best and the brightest investments, investment companies and asset strategies in the world to potentially preserve and grow your assets so you may enjoy retirement and leave a legacy to your heirs.
(253) 638-7121 (888) 408-1031
I love to help people. The best part of my business for the last 34 years, is helping my clients. I never get tired of it. It energizes me. Too many people pay more in taxes than is required and too many people have poorly designed retirement portfolios. It is rare that I see one done right. I love to help my clients fix it so it doesn't create a huge problem for them. If you are worried about how to transition to a potentially less stressful retirement or outliving your money or paying too much in taxes, you should call me for as many free consultations as it takes to get you on a potentially better track.
My wife and I have been married for 39 years and have lived in the Puget Sound area for the past 29 years. We have three sons and seven lively grandchildren! When our boys were young, we were active in Scouting. My wife and I joke that I was the ‘Robin who raised three Eagles’, as each achieved Eagle Scout Rank, including our autistic son.
I’m a committed Christian and find great happiness in serving others. Favorite family pastimes include wholesome theater entertainment on the live stage or silver screen, sharing good food and recipes and fishing. I like golf, but I am still trying to get the swing of it. Indoor racquetball is my favorite workout at the gym. I have a keen interest in health and nutrition and enjoy sharing with friends and family the valuable pointers I’ve gained over the years, including my favorite hobbies, reflexoloy and kinesiology. I love reading, learning, and researching a variety of topics. One of the greatest pleasures in life for me is sharing knowledge that can benefit others.