How do you play the role of a mainspring in our clients’ lives?
I’m fortunate to work in a multi-faceted role which includes working with new and existing planners and their clients. I facilitate the transition of new planners to our team as well as collaborate with current planners on how to most effectively address client goals and objectives.
What drives you?
I’ve worked in various roles in finance over the past two decades, yet a consistent motivation has been the enjoyment derived from educating individuals on the intricacies of investments and financial planning. Like our weather, the financial world is constantly changing and evolving and it’s rewarding to work with investment professionals and clients to strive toward greater insight and understanding.
How do you spend time outside of work?
My partner Eileen and I love spending as much time as possible hiking around the Pacific Northwest with our Rhodesian Ridgeback pup. When not exploring outside, I enjoy economic and investment research, practicing my drumming skills, and tasting new single malt scotches.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.