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
The best way to prepare and protect your family is to start with education and a thoughtful conversation. Spend the time now to educate your family members about the importance of saving for the unexpected in their own lives. Remember, surprises happen far less often when you have a plan.
A lot goes into planning a trip, whether you’re visiting family for the holidays or taking a once in a lifetime trip! Check out our tips on how to determine if you should consider trip insurance.
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.