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
16
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
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Master of Business Administration, Portland State University
  • Bachelor of Science in Psychology, Southern Oregon Unversity

Awards & recognition

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

Community participation

Interests

SCUBA Diving - I have a passion for exploring the underwater world by teaching SCUBA diving as an assistant instructor and traveling with my family and friends.

Golf - I really enjoy walking a round of 18 with clients and friends, building relationships while sharing an activity we all enjoy.