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
The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
On December 21, 2020, Congress passed the second round of major stimulus as a follow-up to the CARES Act passed earlier in March 2020. While the CAA expanded on some of the relief provided in the earlier CARES Act, it was also notable for a few specific provisions it didn’t include.