I’m a CERTIFIED FINANCIAL PLANNER,™ born and raised in the greater Seattle area, attending 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
Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.
“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.