- Over 41 years’ experience in the financial services industry. Investment Advisor with TD Ameritrade, Inc. member FINRA, SIPC. With over 19 years’ experience. Affiliated with South Cove Financial, LLC, a private wealth management company with offices in Bellevue and Federal Way, WA. Fiduciary
- Licensed insurance agent in Life, Health, Long Term Care, Medicare Supplements and Annuities. Affiliated with Cascade Brokers Alliance. www.cascadebrokersalliance.com
- Entered the insurance industry in 1981 with the Nielsen Financial Group in Seattle, WA.
- Purchased Valley Insurance Agency, Hermiston, Oregon in 1986. Purchased Springer and Associates Insurance Agency, Kennewick, WA in 1993. Purchased William Insurance Agency in Kennewick, WA in 1994. Owned and operated multiple insurance agencies for over 18 years.
- Appointed with many national insurance companies such as: Allianz, Jackson National Life, Pacific Life, Protective Life, Lincoln, Genworth, American General, and Protective Life.
- Member of the Fidelity Investments Advisory Council: 2014, 2015, 2016, 2017, 2018, 2019
Certified National Social Security Advisors – NSSA. Social Security education and guidance in Implementing strategies to maximize Social Security Benefits. - Volunteer instructor for educational classes such as: ABC’s of Medicare, Retirement Planning 101, Social Security and You, Solving the Puzzle of Social Security and more.
- Focused retirement planning, including, managing market risk, wealth accumulation and preservation, structured income planning, IRA’s and 401K rollover strategies, Social Security Maximization Planning, Tax Reduction Strategies and more!
Personal:
- Husband and father of five wonderful daughters and Papa to seven grandchildren.
- Member of Phi Theta Kappa Honor Society, International Scholastic Order. Attended Judson Baptist College, Seattle Pacific University, North Seattle Community College, Columbia Basin College, Eastern Oregon University and WSCC.
- Two trips to Honduras for short term relief work: 1994 & 1997.
- Awarded a Black Belt in Shotokan Karate in 1998 after 6 years of training.
It is my personal and professional goal to impart: Affirmation, Direction and Hope
To those people I meet each day. And to help make their lives better!
