As a Private Wealth Advisor, 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 2016. I help clients succeed by understanding their needs and wants through in-depth financial planning. I listen for opportunities to help, act as a sounding board, and enlist a variety of wealth specialists - often working alongside other trusted advisors, such as attorneys and accountants - to provide services that drive my clients toward their goals.
I live in Clackamas County, and serve clients in the Portland Metro area and throughout greater Oregon. I enjoy volunteering in my community. For more than two decades, I have shared my time and talents with others through board and audit committee service and "roll up your sleeves", hands-on work. I enjoy antiquing, flower arranging, reading and road-tripping with my blended family.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
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.