I specialize in working with a select group of clients on their comprehensive financial planning and investment goals. Through a high touch-point relationship, I anticipate my clients’ needs and deliver a thorough, attentive and proactive approach. I ask the tough questions that facilitate the important conversations that need to take place, and then act as an advocate for what’s appropriate for the family, taking into account both present needs and future considerations.
I chose this career because I enjoy helping people with their investments, along with the research and economics that coincide with comprehensive financial planning. I quickly learned that a good financial plan is much more than spreadsheets and a good investment portfolio. Helping people fully understand the important decisions that need to be made and the actions associated with them, in order to accomplish their goals and dreams, keeps me engaged. I love working with people, and getting to know them and those around them is very rewarding.
I love spending time with my wife, Jennifer, our kids and family dog. We enjoy visiting the dog park on weekends and spending time with family and friends. I have coached soccer since 2004 and have seen two teams progress to the championships. I’m a Seattle Sounders season ticket holder, and I enjoy playing soccer, golf, softball and snow skiing in my spare time.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.