What inspires me
Stewarding my clients’ assets to help facilitate their financial security and accomplish their objectives makes me feel like a farmer growing his seeds into an abundant wheat crop. It supercharges me. Serving clients throughout that process is my biggest professional reward and inspiration.
How I impact my clients
My clients seek me out for my knowledge, honesty, and integrity. They appreciate my independent and objective advice and clear explanations during our analysis and planning conversations.
On the weekends
My weekends are an important element of my success. This is when I recharge for the coming week. I do this jointly with my wife and kids and the more the better.
- Member, Financial Planning Association
- Member, CFA Institute
- Member, CFA Society Seattle
- Bachelor of Business Administration and Bachelor of Arts, Southern Methodist University
- CERTIFIED FINANCIAL PLANNER™ practitioner