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
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!
It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.