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
Backdoor Roth IRA contributions are great tools for high earners to take advantage of Roth IRAs even after passing the income limits for standard contributions, and the steps for making backdoor Roth IRA contributions are pretty simple.
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.