Focuses on developing private client relationships in the Pacific Northwest.
Joined Lido: 2022
Homebase: Seattle, WA
Professional Focus: Dedicated to delivering comprehensive wealth management solutions to high-net-worth individuals and families. He is committed to ensuring that each client’s needs are met with tailored strategies, and they are given the tools to preserve their legacies.
Previous Work Highlights: Served as an Associate Regional Director – Oregon and Northern California for Principal Funds before moving on to Mariner Wealth Advisors, where he was a Senior Wealth Consultant.
Personal Facts: Outside of work, he enjoys spending time outdoors golfing, skiing, camping, and wake surfing, and supporting his children’s passions for ski racing and soccer.
