How do I help our clients live a richer life?
As a Certified Financial Planner™ with over 15 years of experience working with high net worth individuals, I derive great satisfaction from the peace of mind that a trusted advisory relationship can bring to our clients. Whether assisting a surviving spouse after the loss of a loved one, providing guidance on the ability to retire, or designing a charitable giving plan that leaves a lasting legacy, I am incredibly fortunate to have a seat at the table when clients are making important life decisions. I also serve on our firm’s investment committee.
I hail from the great state of Minnesota and earned a B.A. in economics from St. Olaf College (Northfield, MN). I went on to earn a Certificate in Financial Planning from Minnesota State University and become a Certified Financial Planner™ in 2004.
How do I spend my time outside of Brighton Jones?
I am the proud father of two wonderful boys, Adam and Andrew, and the grateful husband to my better half, Christine. We live in Bellevue and make every effort to experience the tremendous natural beauty of the Pacific Northwest. We enjoy family-friendly hikes, trips to the Oregon Coast and San Juan Islands, walks around our neighborhood, and our annual pilgrimage to Minnesota to visit my relatives.
Although wealth management is my profession, classical piano and composition have long been my avocations. As a kid growing up, I was active in statewide and regional piano competitions, taught piano lessons to a dozen private students, and was a commissioned composer on a couple of occasions. I do my best to remain active musically even with a busy family life.