Office Location: Caldwell, ID
How do you play the role of a mainspring in our clients’ lives?
By creating a comprehensive plan for our clients, one that not only makes sense but that they are able to understand as well, I aim to have the greatest impact on the lives of our clients, their families and their communities. I strive to be the guy that my clients can rely on for any financial questions they may have.
What drives you?
Watching a plan, we have created come full circle. Helping give our clients the confidence they need to pursue their goals and make their dreams happen, whether it’s retiring early, buying a vacation home, leaving a legacy through charitable giving or funding college education for a family member.
How do you spend time outside of work?
I love spending time outdoors, whether it’s at my family’s cabin in Leavenworth WA, fly fishing and hunting, snowmobiling, or hiking with my two German Shepherd’s Willow & Bodhi. I also enjoy hosting dinner parties for friends, drinking good wine and brewing my own beer.
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.