Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

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
10
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