Experience

Unionview Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Aug 2009 - Present

  Your life. Your values. Your goals. Seattle-based Unionview Wealth Partners has been helping people achieve their financial and life goals since 2009. Every client and family is unique and we take the time to really understand your priorities. That’s key to developing the most effective financial plan and investment portfolio to get you where you want to go. Whatever your circumstances, we have the experience to bring solutions that are right for you. As an independent registered investment advisory firm, our number one priority is serving our clients' best interests. We believe in offering unbiased, straightforward advice and sensible financial strategies where our success is defined by the success of our clients. Being independent means having the freedom and flexibility to provide each unique relationship with the time, resources, and attention it deserves. Learn more at http://www.unionviewwealthpartners.com



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Financial Advisor

  • Feb 2000 - Aug 2009

  Financial Planning Specialist Financial Planning Specialist



Smith Barney/Salomon Smith Barney

• Seattle, WA

• Director/Manager - Taxable Fixed Income

  • Sep 1992 - Jan 2000



Shearson Lehman

• Seattle, WA

• Various

  • Apr 1989 - Aug 1992

  1991-1992 Technical Analyst – Consulting Services Group 1990 Sales & Marketing Associate – NW Division Mutual Fund Marketing 1989 Liaison – Regional Taxable Fixed Income Desk 1991-1992 Technical Analyst – Consulting Services Group 1990 Sales & Marketing Associate – NW Division Mutual Fund Marketing 1989 Liaison – Regional Taxable Fixed Income Desk



Alex. Brown & Sons

• New York, NY

• Emerging Credit Securities Trading & Sales

  • Jun 1987 - Feb 1989



First Albany Corp.

• Financial Services
• 1 - 100 Employee

• Registered Associate

  • May 1986 - May 1987