I am a Retirement Strategist and Financial Planner, specializing in structuring life insurance as an asset class.  I'm serving individuals, families and small business in Washington, Oregon, California and Arizona. Because my dad was a career Navy officer, I was raised mostly in the tropics and moved almost every year of my childhood.  Consequently I have developed connections and friendships around the country and beyond. This experience contributed to my curiosity about all people and how their decision making is influenced, particularly as it relates to finances. The services I provide include:  Retirement Solutions, Life Insurance, Tax-free Income, Inflation Protection, Long-Term-Care Insurance While I have my own practice, my support resources include: Alliance Group, Ash Brokerage, and Silverhawk Wealth Management. My son, daughter-in-law and grand-kids recently moved from Arlington, WA to the Dallas, TX area.  However, my wife and I plan to spend the rest of our lives in Kingston.  We love it here 🙂