Services provided:

As a financial services professional I strive to offer clients the best money management techniques available (like the SAAR) in order to help them reach their unique investing goals within their risk parameters. I endeavor to keep clients informed about trends, issues and ideas so that they can stay involved and make informed decisions about their money. Through KMS, I offer regular brokerage accounts, retirement and education accounts that utilize stocks, bonds, mutual funds and other investment vehicles suitable to the needs and tolerances of each client. I have been in the financial services business for over 25 years.

Professional Associations:

I am the owner of Greystone Financial & Estate Services, Inc. (www.greystoneinvest.com) Greystone is a privately held financial services company. KMS Financial Services, Inc. is the broker dealer and Registered Investment Advisor Firm that I affiliated with in 1994 to handle all back office, clearing, custodial, regulatory and compliance functions. KMS Financial (www.kms.com) is a local, employee owned firm in Seattle that has been meeting the needs of independent financial services professionals and their clients since 1972.

Personal Information:

As a native of Washington State, I grew up on several USFS ranger stations throughout the northwest. I started high school in Ferndale and finished it in Wenatchee before joining the US Army where I served in Germany. I then left the Army and joined the Washington National Guard while attending Washington State University in Pullman. I graduated in 1984 with a Bachelor of Science in Forestry and a minor in business. While at Pullman, I made the honor roll and was president of the Forestry Club.

After college, I went to work for a timber company in Montana but eventually left the industry and became a registered representative for a mutual fund company. During this time I married Diana Falkenbury of Seattle and moved to Seattle in 1990 working for Dain Bosworth, a regional brokerage firm. In 1994 I became an independent financial service professional with KMS and now work out of my home office in the Ballard area of north Seattle.

Diana and I have three children. I am active in Boy Scouts with my two sons. We are active in church and our family activities include hiking, skiing, gardening, soccer and giving head locks to the two boys.

 

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