No two days are the same. While we can plan and prepare, life often does not unfold exactly as envisioned. We develop deep relationships over time and get to work closely with families to navigate this journey and help them along the way.
The caliber of the people and the shared focus on helping others was very appealing to me. Being surrounded by talented and experienced professionals that are also kind and hard-working people pushes me to be a better person. Additionally, the range of services we can help families with extends well beyond investments, providing added simplification and coordination for the families we serve.
My dad undoubtedly had a significant impact on my life. Despite humble beginnings, he found his passion and achieved personal and professional success. This was done through hard work, being humble, kind, and consistent with every person he encountered. Over time his discipline was rewarded. I was fortunate to witness this during his lifetime and it has shaped who I am today.
University of Washington
Chartered Advisor in Philanthropy (CAP®)
Accredited Estate Planner (AEP®)
Chartered Financial Consultant (ChFC®)
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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