HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
By creating a comprehensive plan for our clients, one that not only makes sense but that they are able to understand as well, I aim to have the greatest impact on the lives of our clients, their families and their communities. I strive to be the guy that my clients can rely on for any financial questions they may have.
WHAT DRIVES YOU?
Watching a plan, we have created come full circle. Helping give our clients the confidence they need to pursue their goals and make their dreams happen, whether it’s retiring early, buying a vacation home, leaving a legacy through charitable giving or funding college education for a family member.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
I love spending time outdoors, whether it’s at my family’s cabin in Leavenworth WA, fly fishing and hunting, snowmobiling, or hiking with my two German Shepherd’s Willow & Bodhi. I also enjoy hosting dinner parties for friends, drinking good wine and brewing my own beer.
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.