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 Portland area. I started in the financial industry in 2004 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Science degree in finance and risk management from Ball State University in Muncie, Indiana.
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.
In my free time, I enjoy spending time with my wife, traveling, watching college football and playing golf.
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 Office1601 Ne Weidler St.
Portland, OR 97232
Secondary Office1225 Se Cesar E Chavez Blvd
Portland, OR 97214
Secondary Office3230 S.E. Milwaukie Avenue
Portland, OR 97202
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.