Direct: 425-537-6927
As a part of Kovest Legacy Group of Wells Fargo Advisors, I bring a fresh perspective backed by 50 years combined investment experience. I offer a uniquely international point of view, and a lifelong commitment to client service through personalized legacy planning.
I hold a degree in international business from California State University Fullerton. In addition to my formal education, I spent two years living abroad across five continents which allowed me to learn about the cultures and people that make up our world, along with the global business landscape. Today, all business is international. Navigating the complexities of the modern financial world can feel, for many, as intimidating as being dropped off in a foreign land. This is why it is imperative to have a reliable guide, someone to set you on the right path, ensuring your safety and security when navigating life's journey.
Joining Kovest Legacy Group of Wells Fargo Advisors has allowed me to work with a wide variety of clients seeking to create, enact, and oversee investment strategies that support them in making today’s key decisions. I strive to build and maintain multi-generational relationships with clients who know I will be a trustworthy and committed guide for themselves and their legacy. I utilize a holistic approach seeking to maximize financial well-being, realizing dreams for retirement, comfort for loved ones, and philanthropic aspirations. This is achieved through a distinctive process involving collaboration with my team, firm resources, as well as tax and legal professionals to create a complete vision for the client’s legacy.
As a Seattle native, I have a deep connection to the Pacific Northwest while always seeking to broaden my horizons. Moving to Southern California to earn my degree in International Business was the first step in my lifelong commitment to growth and learning. I later spent a year in Italy, gaining insight into global business practices, culture, and art. Today, I continue to expand my knowledge across multiple disciplines, including finance. I hold the FINRA Series 66 and Series 7 securities registrations, the Securities Industry Essentials certification, and an Insurance Producer License for Life, Disability, Variable Life, and Variable Annuity. Recently I became a Chartered Retirement Planning Counselor (CRPC). By achieving this designation, I gained in depth knowledge of clients’ specific needs both before and after retirement. Staying current with industry-leading solutions allows me to guide clients confidently through ever-changing market conditions.
Outside of work, I enjoy time with friends and family, as well as exploring the greater Seattle area with my lovely wife Sofia. We enjoy attending all sorts of events around the city, from farmers markets to stand-up comedy. As lovers of the arts, we are proud Patrons of the Seattle Art Museum. When relaxing at home I enjoy reading books by Malcolm Gladwell, Daniel H. Pink, and Anthony Bourdain to name a few of my favorite authors. We also cook often with ingredients found right down the street at Pike Place Market, I enjoy trying out all of her uniquely Spanish recipes. After my travels to twenty-eight countries, it’s nice to be able to create authentic food right at home. Looking ahead, I’m excited to continue exploring the world, growing personally and professionally, and strengthening the relationships that make life’s journey meaningful.