Contact me with your wealth management questions

Please use the contact form below if you have general questions

I normally respond within 1 business day.

Or schedule an no-cost initial consultaion

Schedule an initial consultation


[email protected]




Serving Kirkland, WA, and surrounding areas

Office Hours

Monday – Friday: 8 am – 5 pm
Evenings: Tue & Thur By Appointment
Saturday: By Appointment
Sunday & Holidays: Closed