I was born and raised on Kodiak Island. In my early teens, I began my first career as a commercial fisherman. It was there that I learned the benefits of hard work and long hours. The challenges we faced out on the water helped mold me for my future career as a financial advisor.
My financial services career began in early 1992. Before joining Baird in 2021, I worked at Wells Fargo Advisors in Anchorage, Alaska. I have earned the Chartered Mutual Fund CounselorSM (CMFC®) and Accredited Asset Management SpecialistSM (AAMS®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
With almost 30 years of experience in the financial services, I am dedicated to helping individuals meet their unique financial needs by developing strategic investment plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals.
As a lifelong Alaskan, the wonders of this state never cease to amaze me. Away from the office, I enjoy hiking, biking, fishing, and camping in the summer, and skiing and snowmobiling during the winter.