Fostering relationships that are built on trust is crucial in most any successful endeavor. At Equitable, we strive to provide the highest level of financial services through sound advice guidance and assisting our clients to make good decisions with their money. Our model is to help clients build, manage and protect their wealth with an emphasis on tax efficiency. Having a sound strategy can give confidence and security.
Developing a financial plan brings you peace of mind knowing you have a specific strategy for each of your needs and goals. Working with our team of advisors we help bring you a personalized strategic plan for everything that you want to accomplish; Retirement Planning, Wealth Management, Asset Allocation, College Funding, Estate Planning, Company Stock Concentration Diversification/ "RSU's" and Charity work just to name a few.
I would like to have the opportunity to introduce my team and our planning platform during an initial meeting at one of our Puget Sound offices locations or a 15 minute virtual meeting via join.me. My direct number is 206.240.8341. I look forward to talking to you soon!
As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short- and long term needs.
My primary focus is on providing guidance to health- care professionals working in the public and private sectors, who are finding themselves in the midst of a rapidly changing industry. Through our consultative process, which recognizes the impact of the generational gap between experienced professionals and those at the beginning stages of their careers, I can help you develop financial strategies based on your individualized goals and objectives.
My health- and medical- industry clients, today, have more responsibility than ever to their employers, their patients, and to their families. I have a sound understanding of the important decisions that they face regarding complex benefit packages, financial planning, asset, management assets distribution and preservation strategies and risk mitigation. And no matter where you fall on the career spectrum, I am deeply committed to helping you achieve your financial goals.
Equitable Advisors enables me to help my clients by providing a large network of products and services. Our open architecture platform allows me to tailor recommendations to your unique situation, We'll generally meet two to four times per year, and speak regularly by phone and via e-mail to monitor your progress and reconfirm goals. I'll keep you apprised of recent market trends, and want to know of changes in your life that might affect your financial plan. Fostering relationships that are built on trust is very important to me -- after all, your success is my success.
I was born and raised in Seattle, and currently reside in Shoreline, Washington with my beautiful wife Julie and sons Jackson and Maxwell. I graduated from the University of Washington with a B.A. in Business Administration. As an active resident of greater Puget Sound, I am member of Seattle Rotary 4 and serve as board Vice President for the University District Food Bank. I am an a dedicated runner and enjoy walks with my wife Julie. We have two boys Jackson and Maxwell.
If you’d like to learn more, or know of someone who could benefit from my services, please call me anytime at (206) 240-8341.
I look forward to hearing from you!