Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor in Business and Finance from Linfield College

Interests

Born February 2010, my daughter Lucy occupies most of my free time. I love seeing life through her eyes because she helps me slow down and remember what’s really important.

When not with family or at work, you'll usually find me golfing, skiing or playing soccer. I’ve been on soccer teams since I was five years old. I’m a Timbers season ticket holder and get to as many games as possible. I love Portland and all that it has to offer –whether it’s seeking out new restaurants or enjoying those rare, yet perfect sunshine days in the park with Lucy. I take great pride in my community and am always seeking out new ways give back!

Community participation

Giving back and finding ways to help and support our local communities is very important to us. Every year our team organizes an annual food drive to benefit the Oregon Food Bank. The food drive always commences with our team spending a day at the Oregon Food Bank donating our time. In addition to the Oregon Food Bank we also support the following charities:

Charity Ball

American Diabetes Association

The Raphael House

American Cancer Society

The ALS Association (Oregon & SW Washington Chapter)

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Circle of Success, 2012-2016