Office Location: Bellevue and Tukwila
HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
I enjoy helping people discover and pursue their goals. Financial planning is truly effective when you can create clear objectives and take thoughtful action to see them through. I specialize in working with young professionals with complex financial circumstances and people preparing for retirement or looking to maintain their lifestyles by creating financial independence.
WHAT DRIVES YOU?
I chose to be a financial planner because I’m very analytical but building relationships and helping people achieve their goals is what ultimately drives me.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
My wife and I enjoy finding new places to explore with our daughter and two dogs. When we are not exploring the Pacific Northwest, we like visiting with friends and family. I’m an avid Seattle sports fan and enjoy playing soccer, golfing and skiing whenever I get the chance.
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.