Specialties
About Me
I am many things, but truly my greatest achievements in life are being a husband and a father.
My wife (Laura) and I started dating during our senior year of high school, had a couple short breakups, finally got married and have now been married for more than 40 years. We have five adult children, plus their spouses and 7 grand children. There's nothing better in this life! Our work as financial advisors is really not that complex. Keep fees low, keep investments simple, and keep trading costs at a minimum. Find value investment opportuities with the greatest chance of potential growth over the years, not just months. Encourage our clients to focus on their goals, not to get caught up in the short term market swings and to be concerned about risk management, as well as asset growth. We want to help our clients acheive the future they want. For many of our clients, retirement isn't a retreat into solitude, it is an active and intentional, with a focus on having the freedom to do what they want to do. And always, always, always, DO WHAT IS BEST FOR THE CLIENT!
♥
Interests & Hobbies
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Credentials
NSSA - National Social Security Advisor
Chartered Designations
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Disclosures
Clearbrook Investment Management, LLC. is a registered investment adviser in the State of Washington. The advisor may not transact business in states where it is not appropriately registered or exempted from registration. Individualized responses to person that involve the rendering of personalized investment advice for compensation will not be made without registration or exemption.