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ABOUT ME
I’ve been a Financial Advisor for over 20 years, and my education and experience have shaped the way I connect with and support my clients.
Born and raised in Tacoma, I earned my BBA from the University of Portland.
When I’m not helping clients plan for their financial future, I enjoy golfing, hiking, skiing, and spending time with my wife, Kate, and our two daughters.
My Areas Of Expertise
Your path to financial clarity, confidence, and control.
Why partner with Penny Lane Wealth Management?
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Your Goals, Our Guidance
Personalized financial advice tailored to your unique goals and circumstances.
Having the right financial guidance can help you navigate both life’s planned milestones and unexpected challenges.
Protect & Grow Your Wealth
Thoughtful portfolio strategies with ongoing check-ins to protect your goals and adapt as needed.
Full Transparency & Access
Anytime access to your investments to keep you in control.
If you're one of my clients and I ask you, “Who truly impacted your financial journey?”—I want to be that person.
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