Helping individuals and families optimize their financial trajectories and be confidently prepared for tomorrow.

It is my goal to aid the individuals and families I work with to be well-prepared for the future.  This means laying firm foundations of establishing their goals and setting forth the best paths to achieve them. Each client has a different path, with unique challenges that define their own versions of success. By being flexible to individual learning styles and different levels of investment comfort, the broadest range of positive outcomes may be achieved.

I learned the value of financial planning early in life. When I started my first part-time summer job, my mother made me contribute half of my summer earnings to a ROTH IRA account.  At the time, I was not happy about that requirement! However, my outlook has turned 180 degrees with time. Wise choices are often not realized immediately in life.

Personal finance and investing are critical to the long-term success of every household. I have assisted a wide range of clients in achieving their objectives. These clients have ranged from highly trained professionals (such as lawyers, doctors, and engineers) to retail sales clerks and construction workers. When I meet with clients the first task is to gain an understanding of their orientation to finance and investments and establish realistic achievable goals.

Attainment of core planning objectives may involve the use of a wide array of financial planning vehicles, including those that emphasize tax savings strategies, income maximization, portfolio balance, and savings for such purposes as higher education, retirement, and succession planning.

Life does not come with a one-size-fits-all rule book. Every person’s journey is like a unique puzzle that requires creative approaches to solve in efficient and satisfying ways.  The diverse strategies presented in life planning are the aspects of the process I find most fascinating, and I derive a great feeling of fulfilment in aiding people to achieve their life-advancing objectives.

Designing a financial roadmap can be a rich collaborative enterprise employing a spirit of teamwork and clear communication.  This results in an exciting and engaging process for all parties. We start with goal setting, fact finding, and work our way to portfolio design with ongoing follow-up and periodic course adjustment as needed.

The process of personal and household planning is a holistic endeavor.  I will be pleased and excited to partner with you to construct and achieve your vision.  If you are ready for the challenge of designing a bright future, contact me today and let us get started.

Qualifications:

I hold a B.S. degree from Oregon State University and an M.B.A. from Seattle University.  I earned a professional financial planning designation as a Chartered Retirement Planning Counselor (CRPC). I have co-authored a book on education planning vehicles, published by the American Bar Association.

Fun Facts:

Outside of work I enjoy a wide variety of interests and activities.  These range from landscaping my back yard, to playing tennis, and studying taekwondo.  I enjoy science fiction (I am a big fan of Star Trek) and engage in global internet game clubs.

One of the core tenants of my practice is: Impressive achievements are not accidental occurrences