WSECU Investment Management
Office: 800.456.3152 x10310
Branches served: Tumwater Trosper, Tumwater Town Center and Chehalis
With more than two decades in the financial services industry, I bring a wealth of experience to the relationships I build with my clients. My primary focus is retirement planning, mixed with wealth management for individuals and small businesses.
When we meet for a personal consultation, you’ll receive a comprehensive plan tailored to your specific needs. Everything we accomplish together will be sensitive to risk and focused on your time horizon.
I hold Series 7, 63 and 66 securities registrations through LPL Financial, as well as life and health insurance licenses with Washington state.
Family and community are the most important things in my life. I’ve lived in Thurston County for more than 10 years and enjoy all outdoor activities our beautiful state has to offer. I’m particularly passionate about golf, the Mariners, Seahawks and Huskies. GO UW! My family and I enjoy volunteering through our church in our local community.
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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.