Our certification with the Investments & Wealth Institute® — developed in collaboration with the University of Chicago’s Booth School of Business — is maintained through rigorous ongoing education. We also participate in research, compliance, tax, and estate planning seminars to sharpen what we bring to our clients.
My roots are in the Midwest — born in Minnesota, raised in Iowa, and lived in Illinois before moving our family to the Pacific Northwest. It was there my wife and I discovered we enjoyed long motorcycle trips, the ocean, and watching our kids become adults.
After completing my master’s degree in business, I went to work for a large CPA and consulting firm helping small business owners navigate the transition to retirement. That experience taught me something important: the challenges of that transition are rarely just financial. They’re personal.
Many owners, executives, and professionals don’t know if they’re ready to retire. They don’t know if their portfolio is invested correctly. They don’t know how to protect their assets in a downturn. And because they don’t know, they experience fear and uncertainty about their financial future.
That’s exactly why I started Clearstone — to help people work through those challenges clearly and confidently, so they can enjoy their lives without the weight of an uncertain future.
