I enjoy my work because, as a former school teacher, I love to listen, educate, and collaborate with people and walk through life’s experiences with them.
I've been working as a LPL financial advisor since 2000 and hold the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. Prior to my career at Morton Financial I worked in small business and as a public educator.
The northwest is where I’ve spent my entire life and believe this is the best place to live and raise a family. My wife and I have five children. I enjoy running, biking, reading a good book, and camping with my family.
The Charter Retirement Planning Counselor (CRPC) designation encompasses pre- and post-retirement needs, asset management, estate planning, and various other aspects of the retirement planning process. All designees have agreed to adhere to Standards of Professional Conduct and are required to complete continuing education every two years
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