Wealth Advisor, CFP®
A CERTIFIED FINANCIAL PLANNER™ born and raised in Washington State, Lowell graduated from the University of Washington with a bachelor’s degree in economics. His practice focuses on retirement income and goal based planning for pre-retirees.
Lowell enjoys reading, playing the guitar, running and spending time with his wife, two children and friends.
The ability to partner with my clients to help them achieve their financial goals and provide peace of mind along the way is why I love what I do.
Lowell has been featured in these other publications:
MarketWatch – Fix your 401(k)
The Wall Street Journal – Would you lend money to these people?
The Seattle Times – Student loans, condo payment squeeze couple’s wallet | Financial Makeover
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Joe grew up in a financially relaxed household. Money came easily to his parents and when they needed something, it was there. He wasn’t spoiled, just well taken care of. Lucy was just the opposite. Money was scarce. Choices had to be made. When Joe and Lucy got...