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.

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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Investments
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CPWA® Certified Private Wealth Advisor®


  • Bachelor of Science, Business Administration, University of Oregon, 1997-2000

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2023


My wife Marjorie and I are the proud parents of our two daughters. I have lived in Portland, OR my entire life, and enjoy camping, hiking, and playing basketball.

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.