ABOUT ME

 

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 2005. I help clients succeed by identifying their goals, understanding their options, and providing them with a roadmap to financial success. I work with a team of experts to tailor our solutions to meet our clients' unique wealth management needs.

I live in Vancouver, and serve clients in the Vancouver/SW Washington, Portland and Clackamas areas. I enjoy spending time with my wife, Lynnette, and our two daughters, Olivia and Riley. I enjoy time outdoors camping, kayaking, and backpacking. I also enjoy volunteering my time to the Juvenile Diabetes Research Foundation and am a physical fitness/health enthusiast.

My areas of focus: Business owners, Executives, Retirees

Education

  • University of Oregon: Bachelor of Science, economics
MY OFFICE

 

1613 Broadway St
Vancouver, WA 98663

advisor address map to1613 Broadway St
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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.