As an Associate Advisor at Paracle, I use analytical tools and analysis to ensure that financial plans are documented and achievable. My goal is to help communicate this to the Lead Advisor and the clients we serve. I continually review investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, I review plan progress over time and work with Lead Advisors to help monitor, implement, and communicate that progress to ensure the families we serve feel confident in all aspects of their financial life.
After the 2009 market downturn, the financial marketplace was forever changed. And so was my opinion of the industry. I wanted to work for a firm that focused on helping people versus selling a product. Paracle was a perfect fit.
I enjoy seeing a smile on a client’s face when you tell them they have achieved their financial goals. Being an independent firm allows us to do what is best for client. We are focused on providing excellent service and putting the client’s interest ahead of our own.
We always aim to simplify personal financial management. Our industry is filled with jargons and definitions that can be confusing to a lot of people. Investment expert Peter Lynch said it best, “Never invest in any idea you can’t illustrate with a crayon”.
University of Washington, Finance
Series 65 Uniform Investment Advisor Representative
Outside the Office
Why did you choose your prop?
It’s my twin brother’s CD that he recorded in 2011. He has since passed away and I listen to it often. I love hearing his voice.
What else do you do like to do for fun?
I enjoy spending as much time as I can with my wife and two teenage boys. I also enjoy running on the trails with our yellow lab. One more thing… I am big UW Huskies fan and never miss a Dawgs football game.
If you could trade places with any person or movie character for a day, who would it be and why?
Mother Teresa – Spread love everywhere you go. Let no one ever come to you without leaving happier.
One Flew Over the Cuckoo’s Nest
Seattle radio station KEXP – 90.3 FM
The Stone Roses