So who is this guy…..
- Accredited Investment Fiduciary
- Investment Advisor Representative of KMS Financial Services, Inc.
- Certified Financial Planner
Ethics and Integrity are a big part of my life. Before starting my career in 1982, I was as an Officer in the United States Army. I attended Ranger School and served in the Infantry for eight years.
Shari and I met at Seattle University, and married in 1979. We have raised four sons right here in Bothell Washington. We are very proud of their work ethic; all have consistently held employment since they turned sixteen!
As they were growing up, we encouraged their participation in many activities. As an Eagle Scout myself, Scouting became a program that we promoted, and continue to support today. We are very proud today that all our boys were involved in Scouting, two earning the rank of Eagle!
During those years, I was active as an adult volunteer at all levels of Scouting, including serving three years as a member of the board of Chief Seattle Council. After our sons left Scouting, I joined the Rotary Club of Woodinville. I am honored to be a past President of that Club.
I run an efficient practice. Extensive technology is used to keep my overhead low. I have no desire to serve thousands of customers. My goal is to provide you extraordinary service at a reasonable cost.
To learn about my Investment Process for Personal Accounts
To learn about Retirement and 401k plans