I'm looking for people who know that making a financial plan for their future now is the best way to shape their future intentionally. I work with business owners, government employees, employees of large corporations with complex benefits packages, and also employees of small businesses who need to figure out their financial strategies from scratch.
Any member of the group will have their plan fee for a Comprehensive Retirement Analysis waived.
College / University
Pacific Lutheran University
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you confident in your financial plans for your future? Do you have decisions that need to be made now? Do you have a relationship with a trusted advisor?
Describe How You Would Like To Be Introduced Via Email
My small firm utilizes a team to provide personal advice through planning, wealth management, and education. I have two decades of experience helping clients make plans for their future and invest their money.