I grew up in Pasadena, California, and began my investment career there in 1995 after graduating from the University of Colorado with a bachelor’s degree in International Business. Since becoming a CERTIFIED FINANCIAL PLANNER™ in 2005, I have worked exclusively for fee-only investment advisory firms and have helped over 600 clients meet their goals by building customized investment strategies based on their personal financial plans.
I moved to Seattle in 2000 to be closer to the mountains and when I am not working, I love spending time outdoors with my wife Cara, son Chris, and daughter Caitlin. Together, we love to ski, hike, camp, play basketball, and ride bikes. I am a member of POW (Protect our Winters), Seattle Philanthropic Advisors, and a board member of Act of Giving.
Online Blog Resources
An interview with a high school teacher about her experience helping students navigate the federal student loan system from start to finish and find out what advice she has for parents and students today.
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.