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Personal:

 

  • Married since 1987 to Vicki; two sons, two daughters-in-law and three grandchildren

  • Resident of University Place, Washington

  • Musician (drummer)

  • Enjoys cars, motorcycles and music

 

Education and Designations:

 

  • Bachelor of Arts in Communications – University of Washington

  • CFP®  (Certified Financial Planner) – College for Financial Planning

  • MSFS (Master of Science in Financial Service) – The American College

  • AEP (Accredited Estate Planner) – The American College

  • CMFC (Chartered Mutual Fund Counselor) – College for Financial Planning

  • CLTC (Certified in Long-Term Care) – Corporation for Long-Term Care Certification

  • MDIV (Master of Divinity Degree) - Tacoma Covenant Bible Seminary

  • MBS (Master of Biblical Studies Degree) - Tacoma Covenant Bible Seminary

  • DMIN (Doctor of Ministry) Tacoma Covenant Bible Seminary

 

Professional Recognition:

 

  • Distinguished Sales & Marketing Award - Sales & Marketing Executives International

  • Life member of The Million Dollar Round Table (member since 1996) with 13 Court of the Table and six Top of the Table honors

  • National Quality Award - NALU & LIMRA

  • Master’s Conference Qualifier - Prudential Financial Planning Services

  • Five Star Advantage Award recipient - Great American Financial Resources

  • Associate of the Year - PFPS

  • Investment Leader 2003 – PFPS Pacific Northwest Agency

  • President’s Hall of Honor - PFPS

  • Award of Excellence - PFPS

  • Financial Planner of the Year 2002 & 2010 Pacific Northwest Agency PFPS

  • Gold Level Financial Planner (multiple years) - PFPS

  • Regional Director - Money Concepts Capital Corp. 2011 - 2021

  • Apex Club award 2016, 2017, 2018, 2019, 2020, 2021, 2022 – Money Concepts Capital Corp LLC

  • Top of the Pyramid award - Transamerica

 

Community Involvement and Service:

 

  • Tacoma Rotary Club #8 Rotarian of the Year 2003-2004

  • Current member and past president –The Rotary Club of Lakewood, WA

  • Board president – Network Services (non-profit, community service organization helping homeless families)

  • Member, National Association of Estate Planners & Councils

  • Current member and past president – Panteras Northwest

  • Member – Jet City Fiero Club

  • Founder of “Woodstick” a Guinness World record drumming event for charity

  • Member – Lake City Community Church

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