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 he helps 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
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
It’s important to consider every option for saving on taxes and setting aside a larger nest egg for retirement. Contributing to the usual bevy of IRAs and 401(k) might not be enough to see you through your golden years.
Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.