My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

My wife Marjorie and I are the proud parents of our daughter, Delilah, and we are excited to be welcoming a second child this August! I have lived in Portland, OR my entire life, and enjoy camping, hiking, and playing basketball.

Community Participation

Board Member - Better People

"Our mission is to significantly reduce the rates of recidivism in the Portland metropolitan area. We help our clients change their lives to become more productive citizens. By doing so, we are contributing to the health and safety of our local communities."

Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Family Finances
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Experience

14

Education

  • Bachelor of Science, Business Administration, University of Oregon, 1997-2000

Files for Download

My Videos

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My Photos Show Thumbnails

My Family. Delilah at 6 months old.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.