I am a CERTIFIED FINANCIAL PLANNER™ who remains convinced that the key variables governing a rational investment strategy are your goals and your investing time horizon. The biggest retirement risk for Baby Boomers isn't declining markets, but rather outliving their money due to inflation and 30 plus year retirement horizons.
"Financially speaking, retirement is an "income problem".
I specialize in creating retirement income plans that help ensure that your retirement is built on a foundation of financial freedom and independence.
I was recently featured on the front page of the Business section of the Seattle Times.
My wife, Lindsay, and I currently live in Maple Valley close to our hometown and family. We have two children, Nicholas and Katelyn. When I am not busy chasing around the kids, I enjoy playing soccer, golfing, and watching the Seahawks and Sounders.
I am also an active member within the Bellevue Breakfast Rotary Club and enjoy giving back to local communities. The Bellevue Breakfast Rotary Club is currently building water projects in Kenya, setting up computers for schools in Antigua, and teaming up with local charities such as Kindering and Seattle Children's Hospital.
