In His Own Words
I was raised in Lynnwood Washington and grew up playing football (MLTAA-Lynnwood and LHS), baseball (Alderwood Little League and LHS), skiing at the old slopes known as Hyak back then, and a member of Troop 342 in the Boy Scouts. It’s those intangible lessons that we forget about that I take from. Playing fair, doing what is right, treating others in a manner that is respectful, teamwork, the value of friendship and relationships. Through those coaches, teachers, community leaders a civic responsibility grew. I suppose that is the foundation of it all.
At age 20, I took and passed my first securities tests (Series 6 & 63). I had found a way to help others while entertaining my idea of what the stock market was and what it could be. The seeds were planted, and I eventually came back but I needed to have some life experience to truly appreciate what I had. The idea came about that, as a young and single guy, I could spend some time cruising, teaching SCUBA diving and seeing more of the world than I had. Part of being a great candidate for that position was having some experience as an EMT. So, I left the industry for a while to pursue a career as an EMT and had my sights set on SCUBA diving for a living. As luck would have it, I met a lady in that time period, got married and we have a beautiful girl. While the marriage didn’t work in the long run, our little girl has been the best teacher to date!
Playing fair, doing what is right, treating others in a manner that is respectful, teamwork, the value of friendship and relationships. Through those coaches, teachers, community leaders a civic responsibility grew. I suppose that is the foundation of it all.
After years out in the rigs (ambulances), gaining experience in Mobile Critical Care, Neonatal/Pediatric Transport, Advanced Life Support, Critical Stress Debriefing representative, and Field Training Officer I got the opportunity to work in the Emergency Department. That was (and still is) the ultimate experience of what teamwork can and should be. Working 12 our night shifts (raising my daughter during the day) with some of the best Techs, Nurses, and Doctors in one of the nation’s busiest Emergency Departments brought with it some significant life lessons. One of those lessons being that there is no limit to what we, as humans and humanity, can do when we choose to do so.
And so, I did. I went back to school and studied nursing and business. Over time, my interest in business took over, as the Emergency world is built for a younger body than what mine was becoming. I went back to those roots of a 19-year-old and jumped back into the world of financial services with the idea of maintaining some of those medical values that became part of me.
At the end of the day, on the car ride home, what I hope to have accomplished is that of those teams that made me who I am today: Every day I hope that I can rest easy knowing that I made a difference. I get to do that here at Robinswood by listening with empathy, understanding cultures and values, and apply the academics in what can be such a confusing field- Finances. I get to share experience and knowledge that is digestible. I like the K.I.S.S. (Keep It Simple Silly) way of doing things and I honestly believe that there is a tool for every problem. There is no better reward for helping others than to show them that goals are possible and then being able to make their legacy happen.
The best relationships are:
- A circle of friends to keep you on the straight and level.
- A doctor that you have faith in.
- A mechanic that you know and trust.
- And a financial advisor that understands YOUR needs, wants, values and legacy.
In my spare time, I still enjoy diving, I travel to warm places with warm waters and enjoy sand between my toes. My daughter is off to college and beginning her own story, but we still enjoy spending time with each other. She comes home to “Share” the emergency TV shows and somehow takes glee in watching me get frustrated with how wrong they are in technical procedures. I am a board member of Big Brothers Big Sisters of Snohomish County, an active Shriner, and 32° Freemason. I get to enjoy wine or bourbon with some of the best people I have come to know and look forward to meeting many more to come!
At age 20, I took and passed my first securities tests (Series 6 & 63). I had found a way to help others while entertaining my idea of what the stock market was and what it could be.