How I Increase Your Value of Time^®

I value my role in the lives of our clients, and my efforts are aimed at allowing them to concentrate on what they do best, thus directly increasing the value of their time. Working in a fiduciary capacity, I provide financial consulting and advisory services to corporate houses, their owners/executives, and their families. I work closely with the client’s accountants and attorneys to implement their financial plans without a hitch. I focus on making the financial lives of my clients less complicated and more efficient. Managing wealth responsibly and growing our clients’ capital, while maintaining it tax-efficiently, has given our clients the freedom to pass it on to the next generation, or to complete their philanthropic goals.

My Career Journey

I have served on the Board of Directors of several privately and publicly traded companies, providing fiduciary oversight to the ownership families and their executives. It has also been a privilege to have played very active roles in several local and national charitable and civic organizations.

My Academic Base

A native of Tacoma, I graduated Summa Cum Laude from Washington State University, earning a degree in Economics with a minor in Mathematics. I received my graduate degree in Managerial Economics from Northwestern University in Evanston, Illinois.

What the Value of Time^® Means to Me Personally

Aside from protecting my clients’ financial well-being, I love spending time with the two important women in my life—my wife, Wyomia, who is an executive with Stewart Title & Escrow, and our daughter, Dulce.

Back to Our Team