Advisor profile

My approach

In the age of information technology, we have more information than ever. But how do you know what are the right strategies for you and your family?

My mission is to help families move beyond simply getting good financial information, and to help them implement creative and personalized financial strategies to help them reach their goals.

When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and strategies 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.

You and your family have your own special story. Let’s work together to create a strategy for your financial future that is uniquely yours.

19
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
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits

Education

  • B.S. Business Administration from Warner Pacific College

Awards & recognition

  • Schmitt Private Wealth, Forbes Best-in-State Wealth Management Teams, 2024-2025
  • Financial Planning Top 40 Regional Advisors Under 40, 2020, 2023
  • Forbes Best-in-State Wealth Advisors, 2022-2025
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2021
  • Schmitt Private Wealth, Ameriprise Client Experience Award, 2020-2024
  • Ameriprise Circle of Success, 2014-2024
  • Ameriprise Ultimate Digital Excellence Award, 2021-2024

Community participation

  • North Portland Soccer Club-Treasurer
  • Oregon Food Bank

Interests

  • Family. My greatest focus outside of my work is my three little girls.
  • Education. I believe that one's education is a continuous process, and seek to constantly improve my base of knowlege, especially on the topics of history, philosophy, and global economics.
  • Jazz, Rock, and Blues. I have played the drums from age 14, and love to listen to, watch, and perform music whenever possible.
  • Fitness. I play racquetball, soccer, and golf.
  • BBQ and Grilling. I love to cook outdoors, and I experiment with grilling, smoking, and slow cooking on a weekly basis.

My photos

2 albums
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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.