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.

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

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Saving for Education


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Health Insurance License


  • Bachelor of Science in Economics and Business at the University of Oregon in Eugene, Oregon

Awards & recognition

  • Ameriprise Circle of Success, 2008-2022
  • Five Star Wealth Manager, 2017 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Forbes Best-in-State Wealth Advisors, 2022 - 2024
  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

Maitree PDX's Annual Fundraiser and Bill Terrill during his welcoming speech.
Maitree PDX's Annual Fundraiser and Bill Terrill during his welcoming speech.

As a volunteer with Northwest Children's Outreach and coach for youth sports, I hope to enhance the lives of children in our community.


  • Skiing with my wife, Kate, and two daughters, Emily and Reece
  • Enjoy outdoor activities with family, especially camping.
  • Saltwater aquarium enthusiast.
  • Coaching youth soccer

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.