As Vice President of WSECU Investment Services and of WSECU Insurance Services, I bring more than 34 years of sales, management and training experience to the table. I oversee the strategic and daily operations of our investment program, as well as our insurance program, which includes property and casualty, Long-Term Care and Medicare. My focus is on ensuring we provide personalized, competent service to help you set and work toward your financial goals.
I've worked in the financial industry my entire career, primarily with financial institutions. Positions I've held include financial consultant, internal wholesaler manager and regional investment sales manager. I graduated from Southern Oregon University with a bachelor's degree in political science and a minor in marketing. I hold Series 7, 24, 63 and 66 securities registrations through LPL Financial.
When we find the time, my wife, two sons and I love to travel. I'm also driven to give back to the community. One of my passions is serving on the nonprofit boards, including Community Foundation of South Puget Sound and the Child Care Action Council.