Office Location: Bellevue
HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
I pride myself on creating genuine, long-term relationships with each client. Building upon that foundation, clients can open up and be honest about their values and goals. As a result, I can make recommendations I believe will make a positive difference in their lives and those of their loved ones.
WHAT DRIVES YOU?
I place an emphasis on my relationships. I love this career because it aligns perfectly with my values and personality, and I can choose to work with clients I enjoy spending time with. As a financial planner, I get to utilize both my interpersonal skills and analytical mind, which keeps me sharp and engaged.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
During the busy week, I look forward to spending time with my wife, Morgan, and our kids, Charlotte and Ford. Most weekends you can find us enjoying the outdoors, whether that’s playing at a local park, attending outdoor concerts in summer, skiing at The Summit at Snoqualmie, or enjoying a hike. I also have the pleasure of coaching a youth soccer team, and I’m holding my breath for the next Husky appearance at the Rose Bowl.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.