Originally from Evergreen, CO, I found my way out to the Northwest through basketball, looking to play for a small school on the West Coast. I was drawn to this area and chose Pacific Lutheran University (PLU), where I received my BA in Business, and more importantly, found my wife, Kim. Kim grew up in Puyallup, which is where we now live. We've been blessed with two joyful, funny, active boys – Isaac, 6, and Drew, 4.
My career as a financial advisor began at the end of 2006, shortly after graduating from PLU. I am drawn to so many aspects of the profession, but in particular, I love the personal relationships that develop with clients while analyzing finances and developing strategies. It is tremendously fulfilling being able to help in the progression of my clients' financial lives, helping them make progress toward goals they have been working toward for many years.
Waddell & Reed is not affiliated with any organizations listed herein.