Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Executive Compensation and Benefit Strategies

Community participation

Day of Service at the National Veterans Wheelchair Games
Day of Service at the National Veterans Wheelchair Games

We feel it is important to give back to the community. There are several organizations we support each year as a team--from volunteering with clients at the Oregon Food Bank to hosting virtual drives during the pandemic. Every year, we look forward to these opportunities to connect with the community and show our support for those in need.