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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing

Qualifications

  • "Series 7" General Securities Representative exam
  • "Series 63" Uniform Securities Agent State Law Examination
  • "Series 66" Uniform Combined State Law Examination
  • Oregon Life and Health Insurance

Community participation

Community participation is an important part of our practice. There are a lot of worthy causes out there, and thankfully a lot of passionate people in this community. Some of the causes that have called me to action are The Children’s Cancer Association, Loaves and Fishes, Empower Africa, and the A-team. The A-team really allows you to get out and get your hands dirty in the local community, and has such a direct and immediate impact in some-ones life.

Interests

Helping People achieve their goals gives me great joy

My wife and my two girls are my greatest passion. Family life is hectic and rewarding.

I love to Golf, even though golf doesn't always love me

-"Like life, success depends less on strength of body than upon strength of mind and character" -Arnold Palmer

Outdoor Activities (hike, bike, raft, fish, camp)

I love sports. I am a diehard Blazer fan, and support all Oregon sports.

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.