HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?

I pride myself on creating genuine, long-term relationships with each client. Building upon that foundation, clients can open up and be honest about their values and goals. As a result, I can make recommendations I believe will make a positive difference in their lives and those of their loved ones.

WHAT DRIVES YOU?

I place an emphasis on my relationships. I love this career because it aligns perfectly with my values and personality, and I can choose to work with clients I enjoy spending time with. As a financial planner, I get to utilize both my interpersonal skills and analytical mind, which keeps me sharp and engaged.

HOW DO YOU SPEND TIME OUTSIDE OF WORK?

During the busy week, I look forward to spending time with my wife, Morgan, and our kids, Charlotte and Ford. Most weekends you can find us enjoying the outdoors, whether that’s playing at a local park, attending outdoor concerts in summer, skiing at The Summit at Snoqualmie, or enjoying a hike. I also have the pleasure of coaching a youth soccer team, and I’m holding my breath for the next Husky appearance at the Rose Bowl.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™, and   in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.