Growing up, I watched my father work day and night to provide for our family. It wasn’t until I was older that I realized he gave us everything to the detriment of his own retirement savings. That fueled my passion to learn as much as possible about financial planning and develop my core belief that families can enjoy a rewarding and comfortable working life and pursue an uncompromised retirement. It just takes a little planning!
I have an uncanny ability to help make clients feel comfortable in a protected environment, so we can get to the bottom of what keeps them up at night. Many fear losing the identity and security that their careers provide. I invite my clients to transfer their financial stress onto my shoulders so they have one less burden to contend with.
I have a great passion for my alma mater and am currently the Vice-Chair of the Finance Advisory Department Board at Washington State University. Since 2020, I’ve helped advise and collaborate with the Carson College of Business to strengthen relationships between the university, students, and the business community.
We all need to live in pursuit of our purpose, and mine is to be an available and positive influence on my clients, friends, and family. I find true joy in my off-time traveling the world with my wife, playing with my young nieces and nephew, and enjoying as much time as possible with my parents and family.