Bill is an experienced and highly credentialed financial advisor committed to developing close relationships with his clients, listening intently to their financial goals in order to create custom strategies to help achieve them. He takes pride in establishing meaningful ongoing, long-term client relationships and the opportunity to work with clients throughout their financial lives, evolving from early life stages to late life stages. 
 
Bill’s detailed, custom-tailored approach combined with his deep financial experience and intimate understanding of each client’s needs has established him as a trusted counselor on whom his clients depend for advice, especially in critical times of market distress — when fortunes and financial dreams can be maintained or ruined. He strives to provide his clients with proactive, personalized financial guidance to help assuage their concerns and bolster their confidence through life changes as well as market volatility.
 
Bill boasts four decades of financial experience, including nearly 25 years as a financial advisor following more than 15 years in banking as a branch manager, commercial lender and private banker. He joined Wells Fargo Advisors in 2003. In his career he has enhanced his professional knowledge and credentials by completing several rigorous certifications, including as a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® and Certified Private Wealth Advisor®. 
 
Bill grew up in Everett and attended Lewis and Clark College in Portland and the University of Paris, Sorbonne. Today Bill and his wife, Christine, live in Seattle and have two young adult children. Together they attend cultural events like the Seattle Repertory Theater and spend time outdoors waterskiing, snow skiing, hiking and boating. Bill is a former board member of Epiphany School and University Preparatory Academy. He enjoys riding in his 1973 Triumph Bonneville and has his pilot’s license.

Education: Lewis and Clark College, B.A. Business Administration and Management
University of Paris, Sorbonne

Professional: Wells Fargo Advisors 2003–Present
Merrill Lynch 1996–2003
First Interstate Bank of Washington 1982–1996

Credentials: CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst®
Certified Private Wealth Advisor®

CA Insurance License Number: 0C09185 Resident State: WA

For 23 years Eric has been providing his clients with targeted, comprehensive financial advice and portfolio management that helps empower them to achieve their goals. He is passionate about understanding his clients and focuses on their specific needs, dynamics and priorities to develop personalized financial strategies.

Committed to the highest level of personal service and professional integrity, Eric emphasizes financial literacy and strives to simplify complex concepts to help ensure his clients have the knowledge they need to make informed decisions. As his clients’ trusted financial coach, he is known for his steady guidance, prudent counsel and proactive approach. Eric has been recognized as a Wells Fargo Advisors Premier Advisor from 2015 to 2020.¹

A Seattle native, Eric grew up in Broadview and now lives near Sand Point. He and his wife, Kristi, and their three sons stay busy enjoying all the Pacific Northwest has to offer. Eric volunteers with student and alumni groups at the University of Washington. Not known to sit still for long, he enjoys running, golf, hiking, biking, soccer and snow skiing in his spare time. He is proud to have completed the New York City Marathon, and summit Mount Kilimanjaro by his 40th.

¹ The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by completion of educational components, business production and professionalism.  Additional criteria, including length of service, may also be used to determine recipients. 

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CA Insurance License Number: 0H34314. Resident State: WA