Managing one's wealth is important, and it can be intimidating, especially when it includes planning for retirement, controlling taxes, creating a cash flow strategy, developing risk protection, choosing investments and transferring your estate easily — with the least impact from taxes and the most control. We know these decisions are daunting because our clients tell us that is how they felt before we came into their lives. Because of the strategies and services we provide, our clients can feel confident in their decisions, in control of their financial future and capable of living their best lives. How do we accomplish this? Our team creates an action plan that is customized for our client's current situation, as well as their goals. Together, we agree on the best path forward, and then we execute the strategies. We monitor the strategies — taking into account the economy, political situation, interest rates and investment markets — and then provide recommendations based on Nobel Prize winning Modern Portfolio Theory, making course corrections along the way. This process allows our clients to focus on what is important to them, with the confidence of knowing that we're handling their wealth with extreme care. An overview of our team's capabilities includes the fact that I hold a bachelor's degree, with an emphasis in finance, from Western Washington University and a Master of Management degree from Chancellor University. In addition, I carry two advanced industry designations, the Chartered Retirement Planning Counselor™, or CRPC™, designation, conferred by the College for Financial Planning®, and the Certified Investment Management Analyst®, or CIMA®, designation, granted by the Investment Management Consultants Association. Our senior branch office administrator, Rose Dickinson, has served as the "chief of operations" for our team for over 20 years. On a personal note, I have been awarded the Ted Jones Spirit of Caring Award and enjoy giving back as I serve our firm in several regional roles. I'm also an Executive in Residence at the University of Washington Tacoma, where I aid students and community members as an adjunct faculty member with the Center for Financial Wellness. My wife, our two children and I enjoy travelling around the world and spending time with our extended family and friends.