FUND INVESTOR in the Flywheel Conference Fund. The Fund provides over $250,000 of investment in early stage companies each year. Visit https://www.flywheelconference.com for information on applying for next years conference and the potential to earn an award.

My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession planning and philanthropic planning. Once the plan is constructed, we design a tailored investment portfolio. Depending on the needs of the client, we select from a variety of internally and externally managed strategies spanning both traditional and alternative asset classes, some of which are only available at Freestone.

The Trust & Investment Committee advises the Bellevue Christian School Board on all aspects related to the management and review of the various investments held by the school. This includes periodic review and suggested changes to the Investment Policy Statement, as well as review and suggested changes to the schools Endowment and other financial assets.

Member of the Board of Directors (Volunteer) for the Bellevue Boys Lacrosse Club

Member of the non-resident advisory board. Provides feedback and insight to the Board of Directors from the perspective of the non-resident population.

Head Coach for Bellevue Youth Soccer Club team (Volunteer)

Member of the Board of Directors 2004 and 2005, Board President in 2006