Welcome to The Financial Coach!
Game Plan
I help my clients discover what's really important to them, make smart choices about their money, and enjoy a better quality of life.
Strategy
You're very good at what you do and devote a lot of time to your career or business. You'd like to have more time for physical and spiritual health, family, friends and fun. I can't "create" more time, but I can "give" you more of the time you have. Based on your values and your goals, I'll help you develop a specific strategy, a realistic game plan. And I'll be there to help keep you on track, doing what you need to do.
Goal
Delegate to me the task of reviewing and helping you work toward your financial objectives: investments, insurance, college education funding, financial independence, wealth transfer and business succession planning. As your financial coach, I'll work with your attorney, CPA and other financial professionals so all the players know the game plan.
Background
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Financial Consultant, Helping clients since 1987
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Investment Advisor Representative of Equitable Advisors
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Member of the Top of the Table, Million Dollar Round Table
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Recognized Nationally in Top 100 Advisors for Equitable Broker Dealer
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Retirement Planning Specialist*
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Certificate of Achievement in Advanced Asset Allocation & Practice Management from Equitable Institute, Cambridge, MA
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Executive Benefits Group Specialist
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Bachelor of Science, University of Wisconsin, Madison, WI
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Chartered Life Underwriter (1989) and Chartered Financial Consultant (1990), professional designations of The American College, Bryn Mawr, PA
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Annual Scholarship Donor, University of Wisconsin College of Agriculture
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Member, Estate Planning Council of Seattle
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Member, East King County Estate Planning Council
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Member, National Association of Insurance and Financial Advisors
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Member, Society of Financial Service Professionals
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Member, Bascom Hill Society of the University of Wisconsin Foundation
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Member, Worship Assistant, Zion Lutheran Church, Kent, WA
*Retirement Planning Specialist title awarded by Equitable Advisors, based on the receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
