I have been providing financial advice and wealth management services to individuals, multigenerational families, corporate executives and business owners since 2001. My primary objective is to simplify the complexities that come with your financial success, so you can focus on and accomplish what’s most important to you.
I graduated from the University of Washington with a B.A. in political science. Before joining the financial services industry, I spent 10 years in forest products with Willamette Industries and in high-tech with Cisco Systems. I believe this nontraditional background has been an asset to my work as a financial advisor, because it gave me valuable experience in running a business, understanding client goals and developing strategic solutions. I am a Certified Private Wealth Advisor® professional with the FINRA series 7, 63, 65, 9 and 10 licenses.
I live in Portland with my family. In my free time, I enjoy playing golf, exercising, and traveling.