A career in financial planning came into perspective for Cole in his later high school years, when he started taking business courses at his local community college. Analyzing data in its many forms and optimizing decisions and situations to make people happy and find a better way, no matter the context, was what really interested him. Of all the majors, finance and its varying career paths offered Cole the best chance to support those passions and put his skills to good use.
While completing his degree in finance at the University of Washington’s Foster School Business, Cole interned for Finity Group for a Summer and fell in love with their take on financial advising as an ethical way to make a major, positive impact on people’s lives and have fun doing it. Cole carries those same ethical standards of honesty, integrity, and transparency in his practice, offering comprehensive, and tailored guidance and financial education.
Outside of his career, Cole enjoys playing ultimate frisbee, video games, practicing mindfulness through meditation, spending time with his friends, and watching sports. He closely follows the Washington Huskies, Seattle Mariners, Seahawks, and Cascades.
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