For more than 40 years, I've helped individuals and families develop personalized wealth strategies that help support their life goals and legacy aspirations. I believe financial success starts with a thoughtful, comprehensive plan that reflects not only your financial circumstances but also your values, vision and priorities.
Since beginning my career at Paine Webber in 1978 and continuing at Morgan Stanley since 1982, I've guided clients though a wide range of markets and life transitions. Whether you're accumulating wealth, investing for income, planning for retirement or shaping you're legacy, I'm here to help provide the clarity and direction you need at virtually every stage of the journey.
I hold both a B.S. in Biochemistry and an MBA from Oregon State University, this allows me to bring alternative analytical insight and strategic depth to every client relationship. As a CERTIFIED FINANCIAL PLANNER® professional, I abide by the highest standards of ethics and care in delivering tailored, goal-based advice.
I am also an active member of the Association of Professional Investment Consultants and the Financial Planning Association, this allows me to continue to deepen my knowledge and better serve my clients.
Most importantly, I am committed to building lasting relationships based on confidence, transparency, and a shared vision of financial well-being."
Services Include
- Professional Portfolio Management
- Financial Planning
- 401(k) Rollovers
- Certificates of Deposit
- Retirement Planning
- Planning for Education Funding
- 529 Plans
- Donor Advised Funds
Securities Agent: CO, AZ, TX, WA, HI, CT, MT, MA, NM, MI, NJ, MO, OR, CA, NV, AK, NY, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1297990