I first became interested in market psychology
and stock selection in a high school economics class. After college, I recognized that I had a need for financial advice I could trust. In my search for answers, I discovered the field of personal financial planning, and realized that I had unexpectedly found my calling. I have seen that, even after all of the technological advancements and rapid information increases over the years, people will always have a need for trusted advice.
Within our team concept,
I work best in collaboration with positive, successful people who are open to new ideas, committed to their financial future, and who recognize the value we offer.
I consider myself a lifelong learner.
My participation in the Boy Scouts taught me early in life the importance of “being prepared.” I completed the Certified Financial Planner designation early in my career as a financial advisor. I have also enjoyed learning languages, including Latin, Spanish and Mandarin. Today I am a student of the economy and market analysis.
Birds, butterflies and bees
are losing their habitats, so my son and I have modified our backyard garden to highlight native plant species. We’ve learned that the attraction of pollinators to native plants is based on centuries of ecological evolution. In 2020 our garden became part of the national Monarch Waystation Registry so we could do our part to help assure the preservation of the species, and the continuation of the spectacular monarch migration phenomenon.
A black belt is not easy to earn as an adult.
but I was able to earn a third-degree black belt in the ancient Japanese martial art form of aiki-jujutsu. This training helped develop self-discipline, balance and respect for others.
I am proud of 360Blue Financial Strategies’ transformation
into a modern wealth management practice, including access to holistic financial planning. This allows us to offer a full spectrum of investment choices combined with portfolio allocation strategies designed to meet individual client needs. It’s just one of the ways we’re doing what’s best for our clients.