Experience

Pacific Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Feb 2019 - Present

  Bothell, Washington, United States



Park Avenue Securities

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor Representative

  • Jul 2018 - Jul 2023

  Greater Seattle Area Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St. Ste. 1850, Portland OR, 97201, 503-221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One… Show more Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St. Ste. 1850, Portland OR, 97201, 503-221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0E62361. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less



Ameritas

• United States
• Insurance
• 700 & Above Employee

• Registered Rep. & Investment Advisor Rep.

  • Sep 2014 - Apr 2016

  San Diego, CA

• Financial Professional

  • Oct 2013 - Apr 2016



Cetera Advisors LLC

• United States
• Financial Services
• 100 - 200 Employee

• Registered Rep. & Investment Advisor Rep.

  • Dec 2010 - Jul 2012

  San Diego, CA Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. Through its four independently managed firms: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Institutions (Cetera Investment Services LLC), and Cetera Financial Specialists LLC, it provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs to approximately 6,500 independent financial professionals and… Show more Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. Through its four independently managed firms: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Institutions (Cetera Investment Services LLC), and Cetera Financial Specialists LLC, it provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs to approximately 6,500 independent financial professionals and more than 600 financial institutions. Show less



Centara Capital

• Registered Rep. & Investment Advisor Rep.

  • Oct 2004 - Aug 2010

  San Diego, CA Centara Capital is a boutique wealth management firm that coordinates the expertise of in-house CFPs, CPAs and Attorneys to serve the distinct planning needs of affluent families. We utilize a comprehensive goal development process to construct sophisticated solutions tailored to achieve each family's specific financial and estate planning objectives.



Centerside Capital Management

• Investment Advisor

  • Dec 2002 - Jul 2004

  Del Mar, CA Centerside Capital Management offered alternative investments to accredited investors Nationwide.