I currently live in Kirkland, Washington serving clients all over the country. My interest in investing stemmed from reading the book “The Intelligent Investor” by Benjamin Graham when I was 16. From that point on, I dove deep into investing in stocks and found an early interest in day trading. Throughout college I traded my personal account with a focus on knowledge and strategy. Before every trade there had to be a plan. I identified an emerging pattern, set my target entry point, set my stop loss point, set my profit goal, and executed trades knowing I had a strategy in place which managed the emotion associated with trading. The lesson behind this experience was that strategy with emotional conviction is the most important part of managing wealth and I apply this experience to all my client’s goals today.

When I am not working with clients, you can find me at the gym, golf course, Mariners games, playing tennis, and spending time with family.