”I believe that stewardship requires a dedication to fully understand what’s important to clients and then creating and maintaining a tailored plan and investment strategy that integrates their values, their vision and their wealth”.

As a CERTIFIED FINANCIAL PLANNER™ professional, I have been helping clients align their financial decisions with the rest of their life for over two decades.

I was raised on a family farm in northern Idaho.  A portion of the farm ground was homesteaded by my grandfather in 1906 and a portion was homesteaded by his father-in-law (my great grandfather) in the 1870s.  So I was the 3rd, and on a portion, the 4th generation to care for the land.  Stewardship for the land’s sustainability was inherent part of daily life and instilled the principle of doing what is right, not what is easy.

Growing up on a farm, I learned:

• Take a long-term perspective - How will this action impact the land’s future sustainability
• Respect the natural process - Crops grow at their own pace
• Nothing in life is certain - There is no guarantee you’ll see winter snow or June rains
• Helping others - When living in the middle of nowhere and you see your neighbor’s fence broken – you fix it

These lessons are the basis for many of the principles that guide my personal and profession life today. I consider myself not just an advisor, but a steward of my client’s financial lives.

My commitment to service carries over to involvement with the local community where I serve on the Board of Directors for Betty's Dream, a Foundation for the Physically Handicapped.

I spend my free time with my wife, Lois, a hypnotherapist and success coach.  We have four adult children, all engaged in their own professional careers.  We like to stay active both physically and mentally – when we aren't working in our gardens under the watchful eyes of their two tuxedo cats, we enjoy dancing traditional ballroom and Argentine Tango.