Since I was a child I’ve always been fascinated by money. During the 1990s, I spent four years in technology start-ups, making the impossible happen. Being a financial planner and investment advisor is an amazing combination of knowledge and technology that allows me to help my clients to pursue their best life.
I have succeeded in my career by putting my clients first. I enjoy speaking with them
and catching up on their lives. We should have a long-term relationship and I should
know a lot about them.
I aim to be the trusted advisor who guides our clients through a lifetime of financial
milestones and ensures their legacy. My vision is for the Plannetics team to span
generations, fostering lasting relationships that empower our client’s children and
grandchildren to pursue their aspirations.
My passion for local businesses and our community shines through. I support music
and film organizations in the community like KEXP and Scarecrow Video.
On weekends you’ll often find me at record stores looking for reggae 45s or at child-
friendly spaces with my awesome wife Renee, and daughters Zoe and Sofie.