As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- YMCA of Greater Seattle, Norman Center
Finance Chair
Seattle, WA - University of Washington Business School
Management Mentor
Seattle, WA - World Vision Financial Advisors Network
- Special Olympics Washington
Outreach Committee
Seattle, WA - Rotary International
Federal Way, WA - Chamber of Commerce
Federal Way, WA - Coaches Who Care International
Advisory Board - Sport America
Advisory Board
Salt Lake City, UT - Northwest Youth Sports Alliance
Volunteer Coach
Tacoma, WA - Winning Ways Pro International
Advisory Board
Orlando, FL - Senior Market Advisor
Advisory Board
- Wealth Management
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Central Washington University
Ellensburg, WA - International Business Management
Southeastern University
Washington, DC - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health, Disability & Long Term Care Insurance Licensed
- 2007
- Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Federal Way, WA - 2003
- 2007: Baden Sports, Inc.
Vice President, Marketing and Business Development
Federal Way, WA - 1998
- 2003: Strategic Performance International
President/CEO
Tacoma, WA - 1996
- 1998: Edge Learning Institute
Senior Executive
Tacoma, WA - 1991
- 1996: ADC, Ltd.
Vice President, Eastern Region
Washington, DC
Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
Limited time offer! Consolidate your retirement savings at Morgan Stanley Smith Barney to qualify for a lifetime fee waiver on your IRA account and to meet the eligibility requirements to attain Reserved status. Click the Free Forever IRA(SM) link on the left for more information.
