Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters of Business Administration - Finance and Accounting, University of Colorado at Boulder, 2000

Interests

  • Exploring the beautiful Pacific Northwest with my wife and two daughters, by surfing in the ocean, skiing and snowboarding the mountains, crabbing in the bays and backpacking in the backcountry.
  • Getting lost for hours in my backyard garden.
  • Playing games with my daughters.
  • Helping anyone who needs some financial guidance.
  • Cooking for my family....and sampling all the best pizza Portland has to offer.

Community participation

  • I serve on the board of a non-profit preschool - Whole Child Montessori Center. While my daughters have graduated from this school, I've stayed involved as it's an amazing organization that gave so much to our family.
  • Our practice supports Financial Beginnings, a non-profit teaching financial literacy. We were recently trained to teach in schools throughout Portland.
  • Our practice supports Central City Concern, a non-profit providing comprehensive solutions to ending homelessness and achieving self-sufficiency.
  • Volunteering in my daughter's classrooms

Previous experience

  • Real Estate Developer, Portland, OR, 2003-2011
  • CPA - Financial Auditor, Deloitte and Touche, San Franciso, CA, 2000-2003