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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies

Education

  • Bachelor in Business and Finance from Linfield College

Awards & recognition

  • Jochim & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Jochim & Associates, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success, 2012-2016, 2022
  • Five Star Wealth Manager, 2013-2016 & 2019

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)

  • Food Bank

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!

My photos

4 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.