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 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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