Merrill Lynch
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Introduction: - CERTIFIED FINANCIAL PLANNER™ professional (certificate earned at Northwestern University).
- Football & Basketball Coach at Brentwood School.
- Board member of For Goodness Cakes, a 501(c)(3) charity.
- Played Football at Boston College while earning M.S. degree in Organic Chemistry.
- B.A. from Hamilton College in New York - graduated with Honors in Chemistry, and a minor in Comparative Literature.
- Born and raised in Corvallis, Oregon.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Principles I Live By:
- What you do is more important than what you say you do.
- Do the right thing when no one else is looking.
- There are only two things you can control: your effort and your attitude.
- Always think from the other person's perspective.
- There is no growth in comfort.
- Stay Humble.
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Credentials
License
License Type: Mortgage License (CA)
License
License Type: Investment Advisor (CA)