How I arrived at Anchor Pointe:
After working with another financial planning firm for over a decade, I formed Anchor Pointe to create a fee-only, fiduciary planning firm that could provide comprehensive planning services to clients without many of the conflicts and restrictions found with traditional financial planning firms.
Favorite part of the job:
I like assisting clients in determining what their values and goals are in their ideal life. We then create financial plans that provide a clear path to accomplishing those goals so they can live their life on purpose and without regret. I love helping play a part in that.
Education:
CERTIFIED FINANCIAL PLANNER™, Tarkio College, Bachelor of Science in Management
When I’m not working:
My wife and I are fortunate to have our daughter, Amanda, and our four grandchildren nearby. We spend a lot of time with them, are active in our church and love spending time boating at the lake.