NAS Whidbey Island Military Trusted Businesses
The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home office professionals. I focus on helping a select group of entrepreneurs and families develop and
implement comprehensive financial strategies.
I spent 26 years in the military and retired as a Major from the United States Air Force. During that time, I received my undergraduate degree from Concordia University in Seward, NE, an MBA in project management from Jones International University and an MBA in supply chain leadership from Indiana University Kelley School of Business/North Carolina Chapel Hill, NC. I hold my life, accident and health insurance agent license, FINRA 7 and 66 registrations.
Outside of the office, I am currently involved with the Non-Commissioned Officer Academy Graduate Association (NCOAGA) as their newsletter editor, and I am the vice-president of the Snohomish County Music Project.
I have two lovely children and a new grandson that keep me busy. My hobbies and interests include fishing, biking and enjoying the outdoors.
I am drawn to and passionate about charitable organizations, such as music therapy and veteran service organizations.