Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My 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? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
18
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
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Masters in Business Administration

Education

  • MBA - Willamette, University, Salem, OR
  • B.S., Finance - Calif State University Sacramento, Sacramento, CA

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016

Professional associations

  • Financial Planning Association

Community participation

  • National Day of Service

Interests

My wife and I are passionate about traveling. We enjoy learning about new cultures and exploring new cities. We have traveled to over 12 countries and have goals to continue our quest for adventure throughout our lives. My favorite country so far has been Ireland. That should be of no surprise when you learn that my dog's name is "Dublin Pint Stout".

Here in the Pacific Northwest, we spend our weekends at the coast, on the golf course or in a new restaurant.

Something people don't know about me? I love to read about U.S. history; I've walked across the Swilcan Bridge at St. Andrews and, I have touched the Stanley Cup.