My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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."

Experience

? 16 ? 97 View scores
 
 
 

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

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

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

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My Photos(2 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.

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