Advisor profile


My approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. I am striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things my clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”.

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.”

—Tony Robbins

Holistic Financial Planning is why I exist—to help my clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. I can help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. Aplan backed by action makes your dreams come true.”

—Greg Reid

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts, Honors Economics, 1998, University of Washington, Seattle, WA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2022
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2022
  • Barron’s Top 100 Independent Financial Advisors, 2015-2022
  • AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019
  • Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Forbes Top 250 Wealth Advisors, 2016-2022
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2019, 2021-2022
  • Barron’s Top 1,000 Financial Advisors, 2011-2013

Honored to be recognized in Barron's

I’m thrilled to share that I’ve been included on the 2022 Barron’s Top 100 Independent Financial Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones,L.P.; all rights reserved. This award is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.

Community participation

I have a few passions when it comes to the community:

  • Helping underprivileged youth in the local area: I go into local schools to teach kids about money and help them prepare for college and beyond by connecting them with successful mentors in the Seattle and Bellevue business community.
  • Providing mentorship: I was in the Big Brothers program when I was a kid, and 12 years ago became a Big brother to Blake, who is now a smart, funny, and caring adult.
  • Helping kids learn the Wealth Mindset: money isn't taught in schools, which is largely why 80% of Millenials can't pass a basic financial literacy test. I go into classrooms to change this.
  • www.bbbs.org

Interests

A few things I love:

  • My 3 kids: Finn, Dane, and Anika
  • Travelling with my kids: my oldest has 24 passport stamps. Our favorites include Dubai, Costa Rica, Canary Islands, and Cambodia
  • Growing: as a parent, a leader of our amazing Team, and advisor to our amazing clients
  • Exercise: I am slightly addicted, having only missed 7 days in 2019

A few things I want to do more of:

  • I have my Pilots License and want to fly more
  • Spend more time with my Little brother- Blake- from the Seattle Big Brothers Big Sisters program
  • Backpacking, rock climbing, camping, and long hikes with my kids

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.