After 24 years of working for an array of large financial firms, I decided it was time to branch out on my own and start Fulcrum Wealth Advisors. I started Fulcrum on the principle of providing solutions to all client needs and reducing risk by utilizing our multi-dimensional approach to money management.
As Managing Director of Fulcrum Wealth Advisors, I engage with clients to identify specific long-term goals and personal value systems. As a fiduciary, I help clients construct and monitor strategic investment portfolios built upon the specific value systems of the family or organization. I am licensed in Series 7, 31, 63, 65 and hold a Washington state insurance license for life & health.