Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Tacoma, WA |
March 2009 - Present |
Smith Barney |
Second Vice President-Wealth Management |
Olympia, WA |
March 2001 - March 2009 |
King County Sheriffs Department |
Deputy Sheriff |
Seattle, WA |
January 1990 - February 2001 |
Slap Shot Sporting Goods |
Owner |
Tacoma, WA |
January 1994 - December 1997 |
E.F Hutton |
Financial Advisor |
Federal Way, WA |
November 1985 - December 1989 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- University of Puget Sound B.A. Economics (Departmental Honors) Minor Philosophy, 1984
- Green River Community College A.A. Transportation (Deans List), 1982
Licenses
- Life Insurance Licensed: AK, CA (#0D81901), OR, WA
Personal & Community
- Charter member of Hawks Prairie Rotary Club Lacey, Washington
- Corporate Level Member Museum of Glass Tacoma, Washington
- University of Puget Sound Tacoma Regional Alumni Committee
- Member of the Golf Channel Amateur Tour
- Member of the Tacoma Golf and Country Club
Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, KS, KY, MA, MS, MT, NC, NH, NJ, NM, NV, OH, OR, SD, TX, VA, WA, WI