We realized there was no time like the present to follow our dream of living in a coastal community, surrounded by mountains, lush forests and expansive trail systems. Our move to Bellingham was encouraged and inspired by the families I serve. Having seen so many of my clients pursue their dreams through the fulfillment of a well thought out financial strategy, along with having guided so many families through the curve
balls and loss that life can bring us, our family became ever more present to the balancing act between preparing for tomorrow while living our best life today. From my office in Fairhaven, Branch Office Administrator Ashlee Walston and I continue to serve our clients and grow selectively with referrals and with local families who seek a personalized approach and who share similar values. Helping to organize, build, protect and transfer wealth are the tangible outcomes we deliver on, but the conversations we have to arrive at those specifics are much more personal. Whether planning for retirement, selling a business, saving for college, protecting your family, or establishing an estate strategy, our office stands to partner with you and aid you in the
prioritization of these very important goals. Outside of the office, I am husband to Becky, and Dad to Charlotte and Griffin. I am an avid mountain biker and skier and have a passion for adventure. We welcome meeting other like-minded people who could use financial guidance and a proactive planning approach to living their best life now and for the future.
