5505 Ne Martin Luther King Boulevard
Portland, OR 97211
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It is my pleasure to serve the financial needs of people in the Metro Portland area. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2008. I hold a Bachelor of Arts degree from Westminster College in New Wilmington, Pennsylvania.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I enjoy volunteering with Habitat for Humanity. Outside of work, I also enjoy tennis and traveling.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office5505 Ne Martin Luther King Boulevard
Portland, OR 97211
Secondary Office3230 S.E. Milwaukie Avenue
Portland, OR 97202
Secondary Office3233 North Lombard Street
Portland, OR 97217
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.