Driven by a deep commitment to meaningful, long-term outcomes that aim to strengthen the financial well-being of the families he serves.
Joined Lido: 2025
Homebase: Seattle, WA
Professional Focus: Dedicated to guiding clients through complex financial decisions with clarity and purpose, building lasting strategies that reflect their goals and values. He is committed to helping clients navigate uncertainty with a steady blend of logic, planning, and empathy.
Education: B.S., Economics, University of Oregon
Previous Work Highlights: Served as Client Adviser at Freestone Capital Management and held multiple roles at Fisher Investments, including Investment Counselor, Regional Sales Associate, and Account Executive.
Personal Facts: Outside of work, he enjoys fishing, weight training, camping, and spending quality time with his family. During college, he spent a summer serving as a forest firefighter.
