Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • Salem State College (Salem, Massachusetts), Bachelors of Arts, Economics

Previous experience

  • District Manager and Registered Principal for Oregon and SW Washington at Ameriprise Financial, 3
  • Registered Principal of 56 securities offices at M Financial, 3
  • Municipal Securities Principal and Registered Options Principal at M Financial, 2
  • Policy-making Compliance Officer at M Financial, 3
  • Regional Compliance Auditor for 7 States (1,440 Advisors) at WMA Securities, 2

Community participation

  • Community involvement with children's school
  • Community work within Multnomah Village (home | Multnomahvillage)


  • Married and father of boy and girl twins
  • Wine country and Oregon wines