430 N.E. Adams Street
Camas, WA 98607
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It is my pleasure to serve the financial needs of people in the Lake Oswego area. I started in the financial industry in 1999. I hold a Bachelor of Arts degree in international business from Washington State University in Pullman, Washington. California Insurance License # 0H67656.
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 am a member of Camas Education Foundation, which is a non-profit organization that raises money for Camas schools. I am also a supporter of the Dream Factory of Oregon, which is dedicated to granting wishes to terminally ill children. In my free time, I enjoy golfing, fishing and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office430 N.E. Adams Street
Camas, WA 98607
Secondary Office16480 S.W. Boones Ferry Road
Lake Oswego, OR 97035
Secondary Office333 S. State Street
Lake Oswego, OR 97034
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.