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
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...
I recently received a question from a client of mine about an article that referenced rebalancing a portfolio at the same time each year. In theory, an annual rebalance is not a bad way to go. However, there’s quite a bit more to how we manage the rebalancing process...
Monday, October 19, 1987—aka Black Monday—was a fearful day for investors across the globe. The damage exceeded 20% in stock market declines by the time the exchanges closed. In the wake of such steep declines, investors too often are driven to act by their emotions....