WHO WE SERVE
We help families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals and multi-generational families who have all accumulated assets yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or serve future generations. In addition, one of my main focuses is building socially responsible investment portfolios, incorporating non-financial or indirect financial considerations into the investment process.

WHAT WE PROVIDE
a. Goals-based advice and excellent service
b. Thought leadership and behavioral coaching
c. Recommendations to help organize, build, protect and transfer your wealth

WHAT WE LOOK FOR IN OUR CLIENTS
a. Goals-driven
b. Serious, long-term investor
c. Responsive and willing to follow through on our advice

OUR PHILOSOPHY
A one-size-fits-all approach may work for some investors, but we believe investments should be tailored to you and not based on generic guidelines for someone your age. Whether your goals include preparing for or living in retirement, planning for the unexpected or creating an estate, we offer investment solutions tailored to your goals. We then partner with you throughout your life to help make sure you stay on track.

WHO AM I?
I began my career in investment management helping advisors build better portfolios for clients. Over time, my work evolved, and I began handling portfolios for families, individuals and institutions with a wide variety of needs and complexity.

I am grateful for the opportunities to make meaningful impacts in the lives of my clients. I focus on serving clients with complex financial lives who benefit from personalized service and long-term investment strategies.

Outside of work, I enjoy skiing and backpacking, and you might even find me performing in a local play from time to time.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

Office Information

Office Address

530 Center St N E Ste 600 Salem, OR 97301

Office Hours

Office Hours
Weekday Availability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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