ABOUT ME

 

As a Private Wealth Consultant, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1982. I help clients succeed by taking my diverse background and extensive practical knowledge to help people make more informed decisions about their financial future.

I live in Portland, and serve clients in Oregon and Southwest Washington.

My areas of focus: Business owners, Executives, Retirees

Education

  • University of Portland: Bachelor of Arts, marketing, management and accounting
MY OFFICE

 

111 SW 5th Ave
Portland, OR 97204

advisor address map to111 SW 5th Ave
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

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Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

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Women, money and influence

It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.