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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Interests

I have a passion for alpine skiing. My wife and I met in a corporate ski racing league, and I proposed on the side of a ski run.

I enjoy riding my bicycles on the road, gravel and inside on Zwift. Most Saturdays, from April to October, I ride with the Portland Velo group out of Hillsboro, OR.

I enjoy flatwater kayaking, and in the warmer months you'll find me out on the lakes, rivers or sounds of the Pacific Northwest about once a week.

I am always happy to discuss and taste wine, whether it's local from Walla Walla or Willamette Valley or from Europe (especially if it's from Barolo).