Pledge to Clients: My goal with all of my clients is to be able to create a long-term relationship together. I was fortunate many years ago to learn a very important lesson about dealing with people. Zig Zigler said, "You can get anything you want out of life if you will just help enough people get what they want." I firmly believe this and live by this principle. My goal with each and every new client is to build this long-term relationship with them as well as their family.
Professional Experience: Throughout college I worked for and apprenticed under several top realtors in San Diego, then after college I worked in the escrow/title department divsion of a large real estate company for 3 years. I completed my degree in Financial Services from San Diego State University with a BS in Financial Services and a Certificate in Financial Planning as well as 8 college level real estate classes. Next I moved into the financial services industry where I have practiced full service, comprehensive financial planning since 1995. In addition to financial planning I have always been investing or developing real estate and it continues to be one of my passions. I am currently a Commercial Broker and have been with Heritage Moultray since 2006. I am proud to say that I have earned the CCIM (Certified Commercial Investment Member) designation which is equivalent to a master's degree in commercial real estate.
Education: I completed my degree in Financial Services from San Diego State University with a BS in Financial Services and a Certificate in Financial Planning as well as 8 college level real estate classes. I also have the Certified Senior Advisor (CSA) designation, the Certified Financial Educator (CFE) designation and my stockbroker's license.
Outside Interests: I love the outdoors which is why I love living in Yakima and the Pacific Northwest. I enjoy golfing, snow skiing, water skiing, backpacking and mountain biking. I also like camping and hiking with my family or just going to the mountains for the day and throwing rocks in the river.
Personal Information: Married to my wife, Amy and we have been blessed with 6 children. We have one biological child, Avery, 2 adopted sons, Marcus and Eli, we adopted sisters Carly and her sister Ruby and most recently adopted Marcus' half sister Molly age 2. All of our adopted children were foster children who came through DSHS on the foster-to-adopt program.
Phone: 509-248-9400 x 111
Toll Free: 1-800-473-3508