ING Financial Partners

Thank you for visiting my website. ING Financial Partners is a world-class organization. We guide our clients in accumulating, maintaining and protecting their wealth through our experience, education and tools to skillfully build and execute customized financial plans

Maintaining a strong sense of community and a solid professional foundation are very important to me.  My Education and community activities include: 
  • B.A. in Public Relations from Washington State University
  • B.A. in Sport Management from Washington State University, with minor in Business
  • Retirement Planning Specialist certificate from The Wharton School, University of Pennsylvania 
  • Staunch supporter of the Cystic Fibrosis Foundation 
    • Annual Kirkland Pub Crawl Co-Chair
    • Annual Fremont Troll Stroll Committee member
    • Mariner's Care Celebrity Golf Tournament committee member
    • Nominated for attendance at CFF National Volunteer Leadership Conference in Washington D.C., 2008

My best attribute is that I'm a passionate father of two amazing boys who inspire me in a way that nobody else can.  Having finished the 2009 NYC Marathon, I'm actively looking for my next challenge to push myself in ways, a short time ago, I would have thought impossible.

I maintain the following Securities Registrations: 7, 66 through ING Financial Partners. 

I maintain the following Insurance licenses: Life, Disability, Long Term Care 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Interest

What's the interest rate on the lease you're considering?

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Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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