I enjoy helping people realize and pursue their goals. Financial planning is truly effective when you can create clear objectives and take thoughtful action to see them through. This can range from sharing in the joy of marriages, birth announcements, new homes and retirement to providing guidance after a divorce, job loss, illness or death. I specialize in working with young professionals with complex financial circumstances and people preparing for and looking to maintain their lifestyles in retirement.
I chose to be a financial planner because I’m very analytical, but building relationships and helping people achieve their goals is what ultimately drives me.
My wife Jenn and I enjoy finding new places to explore with our dogs, Hawk and Dudley. When we’re not exploring the Pacific Northwest, we like visiting with friends and family. I’m an avid Seattle sports fan and enjoy playing soccer, golfing and skiing whenever I get the chance.
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.