Team profile

Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Small Business
  • Saving for Education
  • Tax Planning Strategies
  • Women's Financial Strategies

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Wealthbridge Advisors, InvestmentNews Best Places to Work for Financial Advisers, 2022

Community participation

Friends of the Children - Portland

Oregon Food Bank

Clarity & Focus

Creating a financial plan can provide more clarity, focus, and a measure of security for retirement by helping to understand your financial situation, set specific financial goals, and develop a strategy to help achieve those goals. Our team can help you to identify your financial strengths and weaknesses, and how to allocate your resources in a way that will help you to achieve your retirement goals.

A financial plan is a valuable tool for anyone who is planning for retirement. We believe it can help you feel more in control of your finances, can help you to make informed decisions about saving and investing long-term, and can also provide a clear roadmap for achieving your future financial goals.

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