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
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Management, Oregon State University, Corvallis, Oregon.

Interests

  • Spending time with my family.
  • Attending Portland Thorns games.
  • Peaceful weekend mornings watching European soccer.
  • Trying new restaurants.
  • Supporting the Oregon State Beavers.