Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Financial Advisor, Ameriprise Financial Advisors Inc., 1999 -present
  • Practicing Attorney, Portland, Oregon, 1996-1998

Education

  • Juris Doctorate, Northwestern School of Law at Lewis and Clark College, 1996
  • Bachelor of Arts, University of Portland, 1993

Interests

Stand up paddle boarding, running, golfing, cooking, gardening and hanging out with friends & family

Community participation

Currently I have the honor and responsibility of serving as the President of the Portland Pearl Rotary Club. We have both local and international service projects. Internationally my favorite current project is our support of Educongo whose mission is to enhance and improve the quality of lives of underprivileged children of the Democratic Republic of Congo by providing funding and support for their schooling and education. Locally we focus on homelessness and youth and support multiple organization in this effort including

-Transition Projects

-Growing Gardens

-Street Roots

-New Avenues for Youth

-White Shield

-Meals on Wheels

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Professional associations

  • Oregon Women Lawyers - guest speaker
  • Oregon State Bar Association - guest speaker
  • University of Portland - guest speaker
  • Northwestern School of Law - guest speaker
  • Oregon State Bar - inactive member
  • Multnomah Bar Association - guest speaker
  • Oregon Trial Lawyers Association - guest speaker