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, or being able to purchase the car that they had a poster of hanging on the wall as a child.
How do you spend time outside of work?
I love spending time outdoors, whether it’s at my family’s cabin in Leavenworth, fly fishing, snowmobiling or hiking with our dog Willow. From time to time I may also be spotted in Woodinville doing some wine tasting.
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.