My Approach

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

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Interests

I am an avid scuba diver, golfer, and skiier. My wife, Connie and I, love to travel as often as possbile to all parts of the globe. Of course, my favorite pastime is spending time with my grandchildren, Mason (12) , Kennedy (7) and Nicholas (3).

Community Participation

We support Feeding America and Spokane's 2nd Harvest Food Bank. Jessica is an avid 'hockey mom' and volunteers endlessly each hockey season for the Spokane Americans Youth Hockey Association as the Tournament Director. Connie serves with Spokane Symphony Associates in support of the Spokane Symphony.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Education Planning

Experience

32
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Awards & Recognition

  • Ameriprise Circle of Success, 2008-2009

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.