Whether or not we’d like to admit it, our financial well-being is essential to our overall happiness. As someone who enjoys helping people, this notion wasn’t lost on me when I decided to pursue a career in the financial industry.
I spent almost 14 years with Raymond James Financial Services where I consulted with, and mentored hundreds of Financial Advisors. It was during this time that I became acquainted with Addison Avenue Investment Services. As I began to understand the program and its employees, it became clear that they shared a lot of the same values that are important to me. When my wife (Katy) and I decided we were ready to put down roots in an area that we love, I jumped at the chance to join Addison Avenue’s Boise team.
I am a Certified Financial Planner™ practitioner, Certified Investment Management Analyst® and Accredited Investment Fiduciary® who focuses on partnering with members to help them achieve their long-term financial goals. For me, it’s meant a lot of hard work. For you, it means you have an experienced professional who’s dedicated to doing what’s best for you. As your Financial Planner, it’s my job to help guide you through some of your most important financial decisions.
When we meet, we’ll talk about where you are today and create a blueprint to take you and your family where you want to be in the future.
Outside of work, my wife and I enjoy snowboarding, mountain biking, fishing, camping and spending time with our two Vizslas, Ginger and Archie. We are also travel enthusiasts and consider traveling an excellent way to see life from another perspective and learn from other cultures and customs. I’d love to meet you and explore how I may be able to help you reach your financial destination.
To schedule an appointment, give me a call.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.