Personal Information
Organization / Workplace
Spokane, Washington Area United States
Occupation
Managing Partner at TrueWealth Financial
Industry
Finance / Banking / Insurance
Website
About
As an expert in finding foundational and creative alternatives to stock-market risk, I bring together financial strategies and 27 years of teaching experience for a unique, learning-focused approach to financial decision making. I bring this informative approach to clients through one-on-one consultations at my firm, TrueWealth Financial.
In my mid 50s, I woke up to my own mistakes in preparing for retirement. I researched tirelessly and found the solutions that I am now passionate about sharing with everyone — particularly in the areas of tax-free and tax-favored wealth accumulation and protecting retirement cash flow distribution. As a result, TrueWealth Financial has become a trusted ...
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