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 daughters.
Online Blog Resources
ISOs can be a tremendous benefit to creating wealth, but they are often misunderstood and can pack a large surprise if not appropriately planned for.
A step-by-step guide to applying for the Washington State Cares Exemption.
Alternative Minimum Tax (AMT) is not something everyone is exposed to, but when you are, it can often create confusion and add a layer of complexity to financial planning that many are not prepared for.