What inspires me
I’m so proud of the team Darcy, Janet, and Michelle have put together. It reflects the best skills and the highest integrity. It’s fun sitting on the sidelines and watching as Fulcrum gets stronger and more successful each year.
How I impact my clients
Reflecting on my 45-year career serving clients with a focus on breaking down the complexity, I like to think the greatest impact I’ve had on their lives is to empower them to be comfortable in their success. When my clients share their contentment and confidence that their wealth is working for them as they’d hoped, it makes me smile. In retirement, that’s a real gift.
On the weekends
With our grandchildren nearby, my wife, Julie, and I enjoy spending time with family, hiking and enjoy watching these kids grow into amazing young people. Life is a gift which I appreciate every day.
- Member, CFA Institute and CFA Society Seattle
- Member, CFA Society Seattle
- Master of Business Administration, Utah State University
- Bachelor of Science, Economics, Utah State University