I’m a CERTIFIED FINANCIAL PLANNER,™ with a bachelor’s degree in Economics from the University of Washington. I love coming to work every day because it’s my job to help successful people create a financial plan, so they can find more time to enjoy life. Taking the responsibility of retirement planning off my clients’ shoulders is something I take very seriously.
I am originally from Puyallup, Washington and am proud to call the Pacific Northwest home. In my free time, I enjoy hiking, skiing and spending time with my wife and daughter.
Online Blog Resources
When it comes to buying a house, the right time differs for everyone. Here are some tips on working backwards in order to plan out just how you’ll get there.
You may have heard that you can move back into your rental for two years to avoid paying capital gains taxes when you sell. It’s a common misconception – find out what the rules really say.
Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.