I’m a CERTIFIED FINANCIAL PLANNER,™ with a bachelor’s degree in Economics from the University of Washington. I love coming to work every day because it’s my job to help successful people create a financial plan, so they can find more time to enjoy life. Taking the responsibility of retirement planning off my clients’ shoulders is something I take very seriously.
I am originally from Puyallup, Washington and am proud to call the Pacific Northwest home. In my free time, I enjoy hiking, skiing and spending time with my wife and daughter.
Online Blog Resources
Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.
“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.