Welcome to The Financial Coach!
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Financial Consultant, Helping clients since 1987
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Investment Advisor Representative of Equitable Advisors
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Member of the Top of the Table, Million Dollar Round Table
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Recognized Nationally in Top 100 Advisors for Equitable Broker Dealer
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Retirement Planning Specialist*
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Certificate of Achievement in Advanced Asset Allocation & Practice Management from Equitable Institute, Cambridge, MA
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Executive Benefits Group Specialist
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Bachelor of Science, University of Wisconsin, Madison, WI
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Chartered Life Underwriter (1989) and Chartered Financial Consultant (1990), professional designations of The American College, Bryn Mawr, PA
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NFL Players Association, Registered Financial Advisor
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Annual Scholarship Donor, University of Wisconsin College of Agriculture
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Member, Estate Planning Council of Seattle
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Member, East King County Estate Planning Council
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Member, National Association of Insurance and Financial Advisors
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Member, Society of Financial Service Professionals
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Member, Bascom Hill Society of the University of Wisconsin Foundation
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Member, Worship Assistant, Zion Lutheran Church, Kent, WA
*Retirement Planning Specialist title awarded by Equitable Advisors, based on the receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.