For 30 years, I helped thousands of financial advisors throughout the Pacific Northwest enhance their portfolios and create meaningful and lasting retirement incomes for their clients. Since co-founding Fox and Bull Wealth Strategies in 2021, I've used my experience and knowledge to help investors directly. I'm a CIMA® (Certified Investment Management Analyst) professional and a CPWA® (Certified Private Wealth Advisor) designee, specializing in investment management consulting and wealth advising. I also hold a CRC® (Certified Retirement Consultant) certificate demonstrating knowledge and understanding of retirement planning accumulation and distribution concepts. All three designations help me provide counseling to help my clients achieve their financial goals.I live in Centralia, Washington with my beautiful wife, two awesome dogs, and one weird cat. I enjoy the wonders of the Pacific Northwest, playing golf poorly, hiking, biking, jogging occasionally, and spending time with my ever growing family.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.