I have lived in the PNW since 2010, and after a ten year career in the classroom I started helping people with their financial planning. My wife is a PA so I have seen firsthand how stressful working in the medical profession can be, so the focus of my practice is helping physicians, PAs, NPs, and RNs with their planning, Many of my clients also work in medicine outside of direct patient care.

My work focuses on helping clients get their financial houses in order, then give them the confidence the live the life they want without the stress of worrying if they are on track for their goals.

THREE THINGS ABOUT ME

In my free time I am usually playing with my two dogs, riding my bike(s), skiing, cooking, or spending time in the woods.

CREDENTIALS

Certified Financial Planner (CFP)

EDUCATION

Hamilton College (BA)

COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED

All 50 States

Virtual Appointments Available

SPECIALTIES:

Financial Planning
IRA
Retirement planning
Wealth Protection
Wealth Preservation

LANGUAGES SPOKEN:

English