Originally from Kansas City, I received a Bachelor of Science from the University of Tulsa with a major in finance and minor in accounting. I spent several years as an Investment Analyst for an independent advisory firm based in Tulsa, Oklahoma, before moving to Seattle as an Investment Consultant at TD Ameritrade and ultimately joining the Merriman team.
Currently, I hold three major credentials – CERTIFIED FINANCIAL PLANNERTM professional (CFP®), Certified Public Accountant (CPA), and Chartered Financial Analyst® charterholder (CFA). Each of these designations is the rough equivalent of a graduate degree in financial planning, tax planning, and financial analysis, respectively. I love being able to speak to the entire realm of financial planning with my clients, as opposed to being siloed by a specific discipline.
In addition to advising clients, I regularly contribute articles to the Merriman blog and eBook library to help people navigate important financial decisions and achieve the goals most important to them. I am a member of the investment committees for the Tacoma Employees’ Retirement System pension and the Greater Tacoma Community Foundation where I help oversee and steer the investment for over $1.7 billion and $100 million, respectively.
When not working, writing, or continuing my studies, I spend quality time with my wife Christina and son Calvin (and our dog Archie too!).
Online Blog Resources
If you gave part or all of your required minimum distribution directly to a charity through making a QCD (qualified charitable distribution), here are some tips to make sure you’re reporting it correctly on your taxes.
Before starting on your next Do-It-Yourself home improvement project, read this!
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.