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
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7 Licensed Series 63 & 65

Professional associations

  • Financial Advisor IQ Leadership Council

Previous experience

  • Financial Advisor , RBC Capital Markets, LLC, Portland OR, 2002-2022
  • Financial Advisor , Sutro & Co, Portland OR, 2000 - 2002
  • Financial Advisor , U.S. Bancorp Piper Jaffray INC, Portland OR, 1990-2000
  • Financial Advisor , Black & Company, INC. Portland OR, 1983-1990
  • Financial Advisor, Dean Witter Reynolds, INC, 1980 - 1983

Community participation

  • Vice President - Congregation Neveh Shalom
  • Board of Directors - Oregon Jewish Community Foundation

Interests

  • Caring for our grandchildren, beach walks, and skiing
  • Portland Trail Blazers, making pickles, canning tuna and fishing
  • Cooking, home repair and gardening