Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies

Education

  • Kenyon College, Bachelor of Arts, Biology
  • University of Toledo, Teacher Certification and Master of Science Coursework

Community participation

Active Member Central East Portland Rotary Club

Board Member, Ducks Unlimited

Interests

  • Family Activities
  • Outdoor Recreation
  • Cooking
  • Literature