I joined the Merriman family in 2013 because I’m passionate about helping families get everything they want out of life. By focusing on the financial decisions that support their long-term goals, I help individuals and their families stay focused on doing what they love. I understand how difficult it is for many people to invest the time that is necessary to maximize wealth assets. My work with busy working families and professionals focuses on intelligent financial decision-making.
During my free time, I enjoy everything the beautiful city of Seattle offers along with my wife and our golden retriever, Jet. We also enjoy exploring the surrounding nature and greenery that’s abundantly present here in the Pacific Northwest.
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.