I’m a CERTIFIED FINANCIAL PLANNER,™ born and raised in the greater Seattle area, attended 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.
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.