Originally from Kansas City, I received a Bachelor of Science from the University of Tulsa with a major in finance and minor in accounting. I spent several years as an Investment Analyst for an independent advisory firm based in Tulsa, Oklahoma, before moving to Seattle as an Investment Consultant at TD Ameritrade and ultimately joining the Merriman team.
I have a passion for continuing education. Currently, I hold three major credentials – CERTIFIED FINANCIAL PLANNERTM professional (CFP®), Certified Public Accountant (CPA), and Chartered Financial Analyst® charterholder (CFA). Each of these designations is the rough equivalent of a graduate degree in financial planning, tax planning, and financial analysis, respectively. Most recently, I also earned an Executive MBA from Quantic School of Business and Technology. I love being able to speak to the entire realm of financial planning with my clients, as opposed to being siloed by a specific discipline.
In addition to advising clients, I regularly host educational webinars on Merriman Events and contribute articles to the Merriman blog and eBook library to help people navigate important financial decisions and achieve the goals most important to them. I am a member of the investment committees for the Tacoma Employees’ Retirement System pension and the Greater Tacoma Community Foundation where I help oversee and steer the investment for over $2 billion and $110 million, respectively.
Outside of work, I enjoy spending quality time with my wife Christina, sons Calvin and George, and our dog Archie.
Online Blog Resources
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.
First: Congratulations on the successful merger of Kansas City Southern (KSU) and Canadian Pacific Railway (CP). Second: It’s no fun to receive a surprise tax bill related to the December 2021 merger, so we’ll try to outline the specifics.
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.