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
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.