ÃÛѨÊÓƵ

About me

For most of my 45-year wealth management career, I have been a fiduciary for Registered Investment Advisors. In 1984, I founded Seattle-based Appropriate Balance Financial Services, Inc. In 2017, we merged with Viridian Advisors, another Seattle-area RIA, and in 2021 the combined firm joined ÃÛѨÊÓƵ. I find my work endlessly challenging and rewarding – helping families build wealth, afford the retirement lifestyle they desire, and leave lasting legacies. Today, I work with many of my early clients’ children and even grandchildren. Meanwhile, I am writing a book, tentatively titled Get a Grip: Take Control of Your Financial Life NOW. My leisure passion is underwater photography. I live near Seattle with my wife, Cheri, and our two dogs.