Office Location: Bellevue
How do you play the role of a mainspring in our clients’ lives?
I specialize in working with a select group of clients on their comprehensive financial planning and investment goals. Through a high touch-point relationship, I anticipate my clients’ needs and deliver a thorough, attentive and proactive approach. I ask the tough questions that facilitate the important conversations that need to take place, and then act as an advocate for what’s appropriate for the family, taking into account both present needs and future considerations.
What drives you?
I chose this career because I enjoy helping people with their investments, along with the research and economics that coincide with comprehensive financial planning. I quickly learned that a good financial plan is much more than spreadsheets and a good investment portfolio. Helping people fully understand the important decisions that need to be made and the actions associated with them, in order to strive for their goals and dreams, keeps me engaged. I love working with people, and getting to know them and those around them is very rewarding.
How do you spend time outside of work?
I love spending time with my wife, Jennifer, our kids, and family dog. We enjoy going to the park in our free time and short weekend trips to areas around the Northwest with family and friends. We are Seattle Sounders season ticket holders, and I also enjoy playing soccer, golf, and watching my kids play sports in my spare time.
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.