I’m a Certified Financial Planner™, originally from the Kansas City area. I have a bachelor’s degree in education from Missouri State University and was a middle school and high school teacher for several years. I soon found I was even more passionate about learning anything financial and then teaching it to others. I spent several years working in and managing a tax office, as well as doing financial counseling for the Army. While working for the Army, I studied for and received the Accredited Financial Counselor (AFC®) designation. I’ve been a part of the Merriman team since 2014, and I love coming to work every day to help people find financial balance in their lives and the ability to live fully.
I’m proud to live in the Pacific Northwest. I play music with a local wind ensemble, and I’m generally at the gym at the crack of dawn before the sun is even up, when most normal people are sleeping! In my free time, I read constantly, and enjoy hiking, biking, or doing anything else outdoors with my wife, Katrina, and our two daughters.
Online Blog Resources
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
Getting the most out of your HSA can be difficult, especially while trying to do so over a long period of time. Here are some tips to integrate HSA planning into your overall financial goals and retirement plan.
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.