Here to act in your best interests

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 Edelman Financial Engines. 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.

Education

Attended - Brigham Young University

Visit one of our Locations

Seattle IV - Bothell

22232 17th Avenue SE

Suite 210

Bothell, WA 98021

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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