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
When it comes to investing, market corrections are inevitable. How we act during these time periods is what separates the rookies from the professionals and can dramatically alter how successful we are in achieving those goals.
With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
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.