Advisor profile


My approach

Arch Bridge Financial Advisors is an Oregon-based financial advisory practice serving a select number of individuals, families,and businesses in the Pacific Northwest and around the country. Our mission is to provide the guidance clients need to achieve and maintain their picture of financial independence with a high degree of integrity, competence and follow-through.

14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investment Management

Qualifications

  • CFA® Chartered Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Science, Finance, Bryant University, Smithfield Rhode Island, Graduated 2006

Previous experience

  • Advisor Consultant, Putnam Invesments, Boston MA, 2010-2017
  • Mutual Fund Accountant, Brown Brothers Harriman, Boston MA, 2006-2010

Interests

I enjoy spending time with my wife, Bruna, and son Thomas and daughter Gabriela; hiking and camping our way through the beautiful Pacific Northwest. Being a transplant from New England I love golfing, skiing, and fishing.

We also visit Bruna's home town of Niteroi, Brazil, just outside of Rio De Janeiro. I can make a decent moqueca, but asking me to samba is a different story.

My other interests include watching live music and grilling in the summer time.