I joined Merriman in October 2018 after several years spent in corporate finance. It took me a while to find my true passion and I am very fortunate to have found Merriman and the wonderful team here. I earned my bachelor’s degree in Business Administration from the University of Washington and am a CERTIFIED FINANCIAL PLANNER™ professional.
Discipline has always been a major influence in my life. Whether surfacing through routine, structure, or a desire for predictability, discipline often guides my decision making.
What I enjoy most about helping clients is the process of determining goals, creating a plan to achieve them, and ultimately the satisfaction that comes with completing what you set out to do.
When not working, the majority of my time is spent fishing on the Puget Sound, golfing and exploring the PNW trails with my wife Alyssa and our son, Cameron.
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.