I grew up in New Jersey and graduated from Notre Dame with majors in Finance and Psychology, moving to Seattle shortly thereafter to work in corporate finance at Microsoft. After a few years, I began looking for a profession that would allow me to focus on my passion for personal finance. I feel truly lucky to have found a career where I get to help people make smart financial decisions that improve the quality of their lives.
I currently hold the Chartered Financial Analyst (CFA) designation. The CFA designation is globally recognized as the highest set of credentials in the investment management industry and requires several years of rigorous study to successfully complete the program. I continue to pursue additional education and strive to stay current with financial planning topics and research.
On the weekends you’ll find me out in the mountains backpacking, snowshoeing, or skiing with my partner, Amanda. We love our two dogs and spend our evenings going for long walks in our neighborhood in Seattle. I’m an avid reader and am always looking for a good book recommendation.
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Want to feel more confident in your financial future? At Merriman, we help you determine your goals, set priorities and create an action plan…and that’s why our clients love us.
Do you have an innate sense of financial strategy, is this not one of your strengths, or are you somewhere in between? At Merriman, we help you validate your ideas and provide suggestions or alternatives to consider…and that’s why our clients love us.
Should the SECURE Act change the way you save for retirement? Maybe! Here are the changes most likely to impact you.