Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Portland State University, Bachelor of Arts, English

Interests

Spending time with my wife, family, and pets.

Going to Portland Winter Hawks games.

Enjoying the outdoors with family and friends.

Sports, including Football, Basketball, Baseball and Hockey.