I’m a CERTIFIED FINANCIAL PLANNER,™ born and raised in the greater Seattle area, attended Washington State University’s business school where I graduated with a degree in Finance. I joined the Merriman team in 2013, and while my main focus is on helping successful families maintain and grow the wealth they already have, I also enjoy working with younger clients and guiding them through the accumulation phase of life. When not at work, I love to travel with my wife, watch the Seahawks, and promote health and fitness.
Online Blog Resources
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.
Wishing all of you a Happy New Year! As we wrap up this year and get ready to welcome in a new year, let’s take a moment to recommit to factors within our control.