 I
am a CFP® professional. The CFP® designation is used by a
select group of professionals who have completed financial planning
coursework, passed a certification exam and met rigorous experience
and ethical requirements. Since 2001, I’ve been helping individuals
and couples make sound financial decisions one hour at a time. 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 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 articulate and make their financial dreams come true.
I also serve as an Adjunct Professor at City University. Here
I teach courses in retirement planning and employee benefits.
I am an avid golfer, 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. Shadow, our golden
retriever, joined us in 2004. 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.
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