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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7; Series 66; Life Insurance license

Education

  • BA Political Science, University of Denver

Professional associations

  • Lake Oswego Chamber of Commerce

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2008-2017

Community participation

Oregon Food Bank

Lake Oswego Chamber of Commerce

Interests

Skiing is my favorite outdoor activity. Locally you'll see me on the slopes of Mt Hood Meadows. I enjoy running. By far my hardest race was the San Francisco Marathon. Reading is my hobby--mostly long boring history books and so called 'classics'.