Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
23
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