I was born and raised in Coupeville, Washington in the heart of Whidbey Island. My financial education began at an early age when I received a gifted stock certificate from my grandparents in a local utility company. I have always been interested in the stock market and business. I began my professional career in the financial services industry in 2010 and have obtained the Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. I enjoy helping clients with all aspects of their financial journey, which includes partnering with their CPA and estate attorney to have a comprehensive and ongoing plan centered around investments, tax planning and legacy. The landscape of financial planning is consistently changing with rules and regulations. The benefit of...
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I have a great deal of confidence in the investment strategy They use which is based on the research of Fama and French.
Great place!
Their philosophy has not changed in those 5 years and their interest in my specific situation has made me feel confident in my plan.
The fact that it is a fiduciary agreement, we have complete control of our account, there are no hidden fees, and our advisor works on our behalf not his.
We're retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world.
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