How do you play the role of a mainspring in our clients’ lives?
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies, delivered with the highest level of professional service and integrity. I strive to be the “mainspring” in our clients’ lives by working together to map out the best path forward in helping to achieve financial freedom and happiness.
What drives you?
When asked “what do you want to be when you grow up?” I had always dreamed of being a financial advisor. Now that my dream has become a reality, with 6 years of experience in the industry, I have fallen even more in love with this career. I truly believe that I was born for this profession, and the feeling of value that I can provide to my clients’ lives is what makes me excited to wake up and do this job every day.
How do you spend time outside of work?
I like to spend my free time staying active, whether it’s playing golf, basketball, working out, hiking or running. As an Eagle Scout, I also enjoy camping and backpacking around the Pacific Northwest. I am also an avid Cleveland football fan and a proud member of the Dawg Pound. Although it has been tough over the years, my loyalty as a fan is second to none.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.