My Approach
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

Interests
My wife, Kathy Foster, and I enjoy theater, travel and art museums in distant cities. I also enjoy golf, music and fine dining at home.

Community Participation
I am a member of the Rotary Club of Walla Walla (noon) and the Walla Walla Valley Chamber of Commerce. I also serve on the board of directors for the Walla Walla Valley Estate Planning Council.
  

• Rotary Club of Walla Walla
• Walla Walla Valley Estate Planning Council
  

Areas of Focus
    Retirement Income Strategies
    Charitable Giving
    Estate Planning Strategies
    Wealth Preservation Strategies
    Retirement Planning Strategies
    Tax Planning Strategies

Experience
Qualifications

    CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
    CRPC®  Chartered Retirement Planning CounselorSM

Education
    College for Financial Planning, 1988
    Professional Associations
    Estate Planning Council of Walla Walla
    Million Dollar Round Table
    National Association of Insurance and Financial Advisors