Sr. Wealth Advisor
240 NW Gilman Blvd., Ste.1,
Issaquah, WA 98027
Wayne helps individuals, families and businesses owners pursue their financial and life goals by providing financial counseling and coaching, retirement and estate planning, risk mitigation and tax planning strategies and employer-sponsored retirement plans.
Wayne has been involved in the financial services industry for over 30 years. He enjoys helping others understand the relationship between their financial and life goals by providing a holistic analysis of their circumstances, potential problems, and available solutions so they can determine their own course of action without feeling overwhelmed or pressured. Wayne has owned and operated a successful financial services firm, authored two tax and estate planning manuals, and been a speaker and lecturer at several presentations to business and professional groups. Wayne received his Bachelor of Arts in English with additional studies in Economics and Psychology from Waterloo Lutheran University in Canada. He is a licensed securities representative and investment adviser representative and has obtained his CFP® certification from the College for Financial Planning.
Wayne and his family are long-time Bellevue-area residents. Wayne enjoys cycling, hiking the many trails and parks throughout Washington, reading and spending time with family and friends.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Financial Advocates Investment Management (FAIM), a registered investment advisor and separate entity from LPL Financial. First Financial Northwest Bank (FFNWB) and First Financial Wealth Services (FFWS) are notregistered as broker-dealer or investment advisor.Registered representatives of LPL offer products and services using FFWS and may also be employees of FFNWB. These products and services are being offered through LPL or its affiliates, which are seperate entities from, and not affiliates of, FFNWB or FFWS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or
Any other Government Agency
|Not Bank Guarantee||Not Bank Deposits |
|May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact securities business only with residents of Washington State. First Financial Northwest Bank is not a registered broker-dealer and is not affiliated with LPL Financial.