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Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Everyday Wealth
in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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We believe everyone deserves to move their financial life forward.

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Donald
Bertrand

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Here to act in your best interests

About me

I have always felt that the medical profession's Hippocratic oath also applies in the financial industry. I am a fierce advocate for my clients, and more than anything else, I want to do no harm to the individuals and families who have entrusted their life savings to Edelman Financial Engines. Beyond work, I love spending time with my wife Jenn and sons Ryan and Ethan. When I have the time, I enjoy hiking and taking long walks in western Washington.

Education

Bachelor of Arts, University of Massachusetts

Master of Science, Boston University

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Seattle I - Lynnwood

20700 44th Ave W.
Suite 240
Lynnwood, WA 98036

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Seattle III - Bellevue

500 108th Avenue NE
Suite 1840
Bellevue, WA 98004

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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 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 insight as well as our client service associates who can provide you with additional resources and support.