WHAT YOU NEED TO KNOW:
Professional Passion: To work with clients who have the desire and ability to elevate their game. That is, they desire to invest in constant improvement in themselves and their organizations so they can produce tangible results.
Experience: More than 30 years serving professional services, real estate and contractor entities with tax, mergers and acquisitions, transaction planning, succession and business planning, and estate planning services.
Education: Golden Gate University, University of Washington, and Tacoma Community College.
Current Memberships and Activities: WSCPA, AICPA, University of Washington Alumni Association, Tacoma Executive Association (TEA), Board Member Tacoma Community Redevelopment Authority, Bellarmine Endowment Advisory Council member.
WHAT YOU WANT TO KNOW:
Personal Mission Statement: Life is too short and is meant to include laughter. I strive to align myself with energetic, fun-loving people who love life as much as I do.
Passions after 5pm: Most outdoor activities, my family beach place, walking my dogs, Bo Jangles and Paco, and Bellarmine Prep High School Football events. Also enjoy reading both historical and current events.
You’ll never catch me: Being a wallflower.
The bottom line: As the youngest of eight children and the father of four, I understand the importance that good communication skills play in achieving personal and professional goals.