If you’re looking for someone to help you take care of your money matters so you can do more of what you love, perhaps I’m that person.
“Trust” is a big deal with my clients. Trust is made up of two parts — competence and character and that’s how I earn my clients’ trust. By being competent at what I do (I hold CFP® designation and it’s the highest designation in our profession and the hardest to earn) and by acting in good character by always keeping your interests and needs first. In legal terms, I act as a “fiduciary” — meaning I’m legally bound to put your interests first. Not all financial advisers are willing to do that, but I am.
And my clients seem to like what I do to help them. I’ve received the coveted FIVE STAR Professional Wealth Manager award five times. Of all the wealth managers in the Seattle area, less than 5% earn this honor.
Since 2002, individuals and couples have been coming to me to help them make sound financial decisions so they can do more of what they love. My business is founded on the belief that good financial planning does not have to be confusing, complex or scary. I came to this belief after consulting for more than 25 years with large corporations and their employees to help them understand and use their employer benefits.
I am the managing member and founder of my firm. If you “Google” my name, you’ll find that I am quoted regularly in the Puget Sound media on financial planning and employee benefits topics.
My passion for investing took root while I was still in high school. I have always enjoyed organizing financial data and learning about financial markets. Now I apply those passions to help my clients identify and make their financial dreams come true.
I am a youth soccer referee, photographer, movie buff, exerciser, reader and life-long learner with a wall of “how-to” books about a wide range of subjects. Married to Nancy since 1987, we welcomed our son Kyle to the family in 1997. Champion, our vibrant and energetic cockapoo, joined us in 2011. Together, we enjoy today, save for tomorrow, and express gratitude for the good fortune we have to do work we love that serves others in ways that make a lasting difference in their lives.