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.

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Interests

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

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

Experience

14
97 View scores
 
 
 

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

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

Files for Download

My Videos

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My PhotosShow Thumbnails

My Family. Delilah at 6 months old.

Photo Albums

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.