WSECU Investment Management
Office: 800.456.3152 x10351
Branches served: Everett and Seattle U-District
My focus for my clients is long-term financial planning and saving. I work with the Seattle and Everett area members on retirement and savings strategies. For the past 10 years, I’ve worked with WSECU members on their savings and lending needs, which provides a holistic approach to financial planning. I look forward to working with you on your goals and supporting you through the milestones along the way.
I hold Series 7 and 66 securities registrations through LPL Financial. I also hold a state insurance license to provide help for big life events.
I’m a lifelong Washington resident. My wife and I have two daughters and two dogs. We enjoy hunting for beach glass on sunny days and playing board games when the weather gets bad. Each year, we head to the coast to recharge and enjoy some quality family time.
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Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.