As the Founder and Managing Director of Progress Wealth Management, my primary role transcends the traditional bounds of a personal financial planner. I am deeply involved in every facet of our client’s financial journey, from the initial consultation to the meticulous crafting & implementation of personalized financial plans.
My commitment to you is unwavering support, insightful guidance, and a partnership aimed at achieving your financial aspirations. Understanding your unique financial situation and objectives is at the core of my approach, ensuring that every strategy we deploy is tailored to your needs. My passion lies in building lasting relationships with our clients and being a part of their success stories.
My Journey to Financial Planning
Born and raised in the vibrant Tacoma, Washington, my connection to the mountains runs deep.
My free time is a reflection of my love for the outdoors and community, whether I’m exploring the latest local dining spots, climbing mountains, kayaking, or soaking in the natural beauty of Colorado.
- Bachelor of Science in Finance – From Arizona State University.
- MBA with an Emphasis in Finance – Grand Canyon University
- CERTIFIED FINANCIAL PLANNER™ Professional: This designation is more than a credential; it’s a testament to my dedication to providing the highest standard of financial advice and adherence to ethical practices.
- Series 65: Holding this license enables me to offer investment advice
I’ve been a leader at some of the most well-respected organizations in the United States since I started my career in finance. I was a founding member of Fisher Investment’s Financial Planning Group and played an important role in its successful implementation. I built over 1000 financial plans in 1 year for high-net-worth and ultra-high-net-worth households.
I was a founding member of PWC’s financial planning group and played a vital role in its growth.
I taught CFP courses for Kaplan Financial and played an important role in the education and development of hundreds of current CFPs.
I was a leading financial advisor for Edelman Financial Engines managing a book of well over 300 clients.
I was a senior broker for Scottrade, Inc, and helped lead multiple branches.
Let’s Begin Your Financial Journey Together
At Progress Wealth Management, we believe in creating a synergy that aligns our expertise with your financial dreams. If you’re looking for a dedicated partner to guide you through the complexities of personal financial planning, I invite you to start a conversation with us. Let’s explore how we can work together to turn your financial goals into reality.