I’m a CERTIFIED FINANCIAL PLANNER,™ born and raised in the greater Seattle area, attending Washington State University’s business school where I graduated with a degree in Finance. I joined the Merriman team in 2013, and while my main focus is on helping successful families maintain and grow the wealth they already have, I also enjoy working with younger clients and guiding them through the accumulation phase of life. When not at work, I love to travel with my wife, watch the Seahawks, and promote health and fitness.
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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.