Our Qualifications

Experience

March 1995-Present

Quantum Solutions, Inc                       Issaquah, WA

President

Founding principal of registered investment advisor. Manage an individual practice specializing in providing planning and product solutions related to wealth accumulation, compensation and qualified plans, charitable giving, asset transfer strategies, income and estate tax reduction strategies, and business consulting.

1998–Feb. 2001

Quantum Asset Management, LLC       Seattle, WA

Director of Marketing

Founding member responsible for developing and maintaining a   national network of independent broker/dealers. Work directly with registered representatives to increase knowledge, awareness and   sales of asset management products and services.  A member of executive management team and investment committee.

1988–1995

 1983–1988

 

The Rainier Group                                 Seattle, WA

Sales Representative

Expanded planning practice working with high net worth individuals and owners of closely held business interests.  Sold a wide variety insurance and investment products.  Expanded range of fee-based planning strategies.

CIGNA                                                   Seattle, WA

Sales Representative

Developed a planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Implemented fee-based planning.

Education

BA, Business Administration, University of Washington  Seattle, WA        

Professional

Series 6, 65, 7, 24 & 51

CE Instructor-Certified by Washington State Ins. Commissioner