Meet Our Team
I'm passionate about consistently delivering exceptional and intensely personal client experience that is unmatched by our peers.
We accomplish this primarily through genuinely caring about the needs and wants of our clients, and by reducing friction through smart and wise use of technology.
Prior to joining Elliott Bay Insurance, I was a top salesman at a software company, where I learned to listen intently to customers' needs and deliver the best possible solutions and provide the highest level of customer service.
As a seasoned financial advisor, I help families protect their lifestyles and businesses preserve their values.
I began my career in financial services over 30 years ago at a Big Four accounting firm, and have since held senior positions, responsible for offering solutions to complex financial, estate and business planning issues.
I have written numerous articles on finance and business topics, some of which have appeared in prestigious peer-reviewed professional journals. I've also taught MBA classes and spoken at various seminars and conferences.
I get great satisfaction from simplifying complex financial concepts so clients can understand how they can help accomplish their goals.
We do this by cutting through extraneous details down to the very essence of these concepts. We also try hard to minimize industry jargon to clearly communicate these ideas.
Prior to joining Elliott Bay Insurance, I was AVP of product management at a software company, where I learned to anticipate customer needs and market shifts, and develop products that customers didn't know they needed.