A Private Wealth Advisor with over 20 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.

Homer has the unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward so clients can easily grasp the ideas. Working as a fiduciary and business consultant to his clients, it is his legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

Unlike traditional advisors, Homer provides a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. Homer’s goal is to be the trusted advisor for his clients, the guide they turn to when any major decision comes up, even those that are not financial in nature.

Homer’s financial experience spans many years in various roles. In his early years, he worked to coach, develop and train advisors, which grew to a branch management role in Honolulu where he led that office to become the firm’s #1 branch in the country. After shifting back into working with individual clients, he noticed there wasn’t a lot that traditional wealth management had to offer for business owners so he began to develop his long-term growth to exit service which is now at the center of his professional service model.

Homer is a graduate of Western Washington University with a Bachelor of Arts degree in Finance and a Minor in Economics. A passion for education and community involvement, Homer serves on the Board of Trustees and is a current Board President for his daughter’s independent school. Homer enjoys spending time with his wife and daughters – hiking during the summer, going to Seahawks games in the fall/winter and traveling to Hawaii, their favorite destination after living there for several years.