Diversification does matter, but ultimately a great financial strategy does not come solely from knowing investments; it comes from knowing you. My primary goal as an advisor is to know you well enough to understand your wants, needs and personal aspirations. Having a comprehensive understanding of these ideas will enable me to help relieve the burden of managing your finances so you can be free t
o focus on what is most important to you. My clients and I often have conversations you might not expect from a financial advisor. They have less to do with the details of asset allocation strategy and more to do with the details of your life. By getting to know you, I can develop a conservative wealth strategy aimed at helping you live comfortably today and protect a family legacy for the future. When I do get a free moment, I enjoy hiking, fishing, listening to records, classic cars and an occasional Pacific Northwest micro brew. I can develop a conservative wealth strategy aimed at helping you live comfortably today and protect a family legacy for the future. This representative is licensed to sell securities in the following states: Alaska, Arizona, California, Maryland, Oregon, Washington. Securities licensed in California - National Producer number 18068870. CRPS® Member SIPC.
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