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 to 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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