Co-Managing Partner, Chief Financial Officer
Office: (253) 589-1401
What I do here:
I manage new business development initiatives for Columbia River Advisors and serve as the Chief Financial Officer.
Why I love my job:
I love looking for opportunities and solutions that can create more value for our clients and strengthen our business model. I also love the interaction with our great team.
I started out my career in 2000 by doing an internship for Merrill Lynch in Hawaii. From there I began as a financial advisor for Edward Jones Investments in Puyallup, Washington where I managed client relationships and monitored investment portfolios. After starting a family and relocating I moved to Linsco Private Ledger and continued deepening relationships and servicing clients while gaining independent experience with some real estate development projects outside of financial services. I discovered the benefits and transparency I could share with clients by transitioning away from the broker dealer platform and to a registered investment advisory platform. So I cofounded Columbia River Advisors and focused my energy on the back office, business development and financial aspects of growing a regional firm that is making an impact and providing solutions to benefit our clients.
BBA Bachelor of Business Administration, University of Hawaii at Hilo, 2000. At different times in my career I have held Series 7, 65 and Insurance Licenses.
Where I come from:
I grew up in Buckley, Washington, a small community southeast of Seattle. And now reside in Ephrata, WA.
A Little Personal:
My wife and I have two girls and a boy ranging from 9 to 13 years old. We enjoy a wide variety of outdoor and sporting activities. Our faith, family, and friends are the most important things in our lives. Growing up, I played high school and college basketball and was blessed to have a great family supporting me and I was able to develop some wonderful friendships. I learned the importance of character and integrity from my parents and that actions speak so much louder than words.