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.
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Tackling savings priorities like establishing an emergency fund, contributing to employer retirement plans, and paying off debt is essential for building a foundation for the future. Debt like student loans can feel insurmountable, but eliminating those big college IOUs is all about having the right mindset and a solid strategy.
Divorce is stressful and impacts the financial futures of those involved. Find out how a CDFA® can help alleviate the financial stressors in this article.
Most people have financial blind spots – things they aren’t aware that they should be doing differently to improve their financial picture. We can’t fix problems we don’t know about, so we created a short quiz to help you identify your blind spots.