Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Listed In: Financial Planning Consultants, Investment Services Firms
For over 30 years, I've helped many families and organizations with their financial planning and investment management needs. I believe in serving clients as a trusted confidant, coach and financial quarterback, which entails going far beyond the numbers. Because as I tell people often, life is not… For over 30 years, I've helped many families and organizations with their financial planning and investment management needs. I believe in serving clients as a trusted confidant, coach and financial quarterback, which entails going far beyond the numbers. Because as I tell people often, life is not a spreadsheet. Away from the office, I'm an avid outdoors enthusiast who enjoys running, hiking, snowshoeing, kayaking, and cycling. A former competitive long-distance runner, I completed several marathons, including the Boston Marathon in 1992. My wife, Nicole, and I live in Lake Forest Park, Washington with Bodie, our golden retriever. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more