How do you play the role of a mainspring in our clients’ lives?
My primary role with clients is to act as an advocate for pursuing what is most important to them. As their advocate, I enjoy working with them to put in place strategic plans that identify their goals – both big and small – and enable them to pursue those goals. As a collaborative team at Mainspring, we enjoy providing objective advice we believe both empowers the client and also fulfills what is most important to them.
What drives you?
In spending my time in Bellevue and leading our Langley office, I love that I don't go to a "job.” Instead, I do what I love. Having the opportunity to wake up each morning and know that I get to help clients pursue their goals, live with financial confidence, and have a greater impact on the world, is what makes what I do each day my passion.
How do you spend time outside of work?
Family, Faith, friends, and ‘So You Think You Can Dance.’ My time outside of Mainspring is often spent enjoying one or a combination of these areas that are most important to me. My wife Lana, who is a cardiac nurse at Virginia Mason Hospital, and I love spending time together whether we’re exploring the outdoors, camping, or simply experiencing a new coffee shop with friends (I also enjoy watching ‘So You Think You Can Dance’ with her but that one is a little more embarrassing to admit). I am also privileged to serve as a deacon in my local church and put on Goalkeeper Soccer Camps for local goalkeepers during the summer.
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.