My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.



My wife Marjorie and I are the proud parents of our daughter, Delilah, and we recently welcomed our second daughter 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
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits


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

Files for Download

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.


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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    You should be on vacation, not your assets

    You've worked hard all of your life. Shouldn't your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.


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    Your future well-being in retirement

    MIT Age Lab Director Joe Coughlin discusses how technology and design are impacting our future.



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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.