Growing up on a cattle ranch in Emmett, Idaho, I learned many lessons rooted in character and accountability. I learned that your word means something and that the effort you put in always shows up in the results. Raising cattle and other livestock is a demanding business that instilled in me the importance of planning, and most importantly, the value of creating meaningful relationships.
Finding the right advocate for your financial security can be challenging. Stewardship and transparency are two of my core beliefs when working with families and their financial goals. I know you have worked hard to build the wealth you now possess, and I don’t take this responsibility lightly. I am an advocate and partner with my clients to provide objective-based advice on the entirety of your financial picture.
One of the core differences between Addison Avenue and other financial service providers is that we implement Goal Plan Monitoring (GPM), a framework and process to help you define your goals, implement a plan, and monitor your results. By creating your personal family GPM, we can evaluate progress toward your key objectives.
My background in running a business, and the experiences I have had guiding clients over the past 17 years has given me a diverse skillset to help you achieve financial success. It is my goal to create a meaningful, long-term relationship with you and your family built on trust and mutual respect.
Outside of the workplace, you can probably find me blazing my own trail deep in the wilderness of Idaho’s backcountry, chasing my daughters down the ski hill, or coaching one of their sports teams.
If you, or someone you know, would like to learn more about investing or retirement planning, give me a call.
Qualifications: holds series 7, 31, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
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.