I like thinking through all the options available to our clients and helping them choose the best course of action based on their unique circumstances and purpose for their wealth. I love helping build confidence with financial plans and watching our clients breathe a sigh of relief.
I wanted to work with an organization where everyone is focused on delivering the best possible experience and outcome for our clients. The depth of the TFO team and the integration of services is a huge benefit for clients and colleagues. The culture and values at TFO are second to none. I’m incredibly proud to be a part of the team.
My wife, for sure. She is brilliant and she knows how to take the bull by the horns. And my parents. They are go-getters too. I’m so fortunate to have had my wife and parents’ guidance when I’ve needed it the most.
University of Washington
B.A. Business Administration
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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