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
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.