As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ designation and over 20 years in the investment industry, I manage assets for individuals, families, trusts, retirement plans, charitable organizations, and businesses. I work closely with my clients to develop and implement strategies to help build, preserve, and transition wealth. I earned a Bachelor’s degree with distinction in Economics from Kenyon College in Gambier, OH. With an emphasis on continuing education, I hold the CFP® practitioner designation from the College for Financial Planning.

Myself, my wife and our three daughters reside in West Linn, OR along the Willamette River. In my free time, I enjoy being with my family, traveling, wine tasting and outdoor activities including fishing, camping and snowboarding. I also enjoy being involved in my community’s athletic programs. I currently coach West Linn Youth baseball and softball and was the Lakeridge High School Girls & Boys Head Swimming Coach from 2001-2009.

With over 25 years of experience in the investment industry, I am deeply committed to empowering individuals and families to achieve their best lives by providing thoughtful and strategic financial guidance. I take a personal interest in my clients' financial lives and well-being, striving to be a trusted resource for all things financial. Whether you’re planning for a child’s education, navigating the complexities of retirement, determining the optimal time to claim Social Security benefits, or exploring insurance protection strategies, I tailor my approach to help meet your evolving needs. Together, we’ll strive to ensure your financial strategies remain aligned with your goals throughout all stages of life.

My mission is to deliver customized, timely financial advice with the highest level of professional service. I also work closely with attorneys, CPAs, and other trusted professionals to ensure your financial situation is managed with the utmost care and expertise. 

Before joining Wells Fargo Advisors in 2011, I gained valuable experience at J.P. Morgan Investments and Phillips & Company Securities. I hold the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Domestic Partnership Advisor (ADPA) designation from the College for Financial Planning. These credentials reflect my ongoing commitment to professional education, having completed rigorous educational programs, passed challenging exams, and met stringent experience requirements.

My dedication to excellence has been recognized by Forbes as a Best-in-State Wealth Advisor in both 2019 and 2024. The 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-06/30/23 (Source: Forbes.com)

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Originally from Alaska, I have spent most of my life in Oregon, where I currently reside with my wife, Heather, and our daughter, Addison. Outside of the office, I enjoy traveling with my family, reading, and staying active with soccer and golf.

Let’s work together to help ensure that your financial future is as bright and fulfilling as you envision. I’m here to support you every step of the way.

For the past two decades plus, I have had the privilege of helping individuals and families achieve their financial dreams. My approach is simple yet powerful:  I prioritize getting to know each client on a personal level, understanding their unique circumstances and actively listening to identify what truly matters most to them.

In 2023, I aligned with four other like-minded investment professionals to form Willamette Cascade Wealth Management with Wells Fargo Advisors Financial Network, bringing with me a wealth of experience from my previous role as a financial advisor at Wells Fargo Advisors and WaMu Investments. Holding the prestigious certification of CERTIFIED FINANCIAL PLANNER® and Accredited Domestic Partnership Professional, I am equipped to provide comprehensive and customized financial guidance that encompasses most aspects of your financial journey.

My expertise extends beyond traditional advising.  By taking a holistic approach, I draw from years of experience across multiple market cycles and a wide range of investment strategies.  This diverse background enables me to understand each client’s unique financial landscape and provide tailored solutions to help meet their specific needs.  In today’s ever-changing economic environment, applying real-world insights is crucial to making informed decisions and adapting strategies as necessary.

I’m originally from Alaska but moved to Oregon during my adolescence.  I earned my bachelor’s degree from Oregon State University and now live in Tualatin with my wife, two children and our golden retriever.  Outside of work, I love spending quality time with family and friends, staying active and enjoying outdoor activities.

I am pleased to share that I have been recognized by Forbes as a “Best in State” wealth advisor in 2020, 2021,2022,2023 and 2024.

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). View Award Disclosures

I am enthusiastic about guiding you towards financial success with care, understanding and a personalized approach. Let’s collaborate to transfer your financial aspirations into a tangible reality.

With 20 years and counting in the Investment Industry, I focus on providing investment planning and holistic investment management with an emphasis on tax efficiency, growth strategies, and portfolio conservation through conservative portfolio construction. 

I earned my Bachelor's degree in History from Portland State University and continued on to receive my Masters in Literature in 2003. During my time at Portland State University, I was a Graduate Teaching Instructor and had the privilege to teach high school English at the American International School in Rotterdam, Netherlands. In 2011, I obtained my CERTIFIED FINANCIAL PLANNER™ designation from The American College of Financial Services.

I live in Lake Oswego with my two daughters, Louisa, and Lucia. I love to read, travel, play golf, follow the Los Angeles Dodgers and Oregon Ducks, and spend quality time with my daughters. My personal motto is work hard each day to become your best possible self.

With a career spanning over two decades, I have been dedicated to the field of financial advising since 1997. My foremost commitment lies in prioritizing my client's interests and ensuring their investment plans align with their unique needs and aspirations.

My experience is not confined to just advising. Using a holistic approach, I bring a wealth of experience from multiple market cycles and types of investing. This diverse background equips me to handle individually managed portfolios tailoring each one to meet specific requirements and situations of my clients.  With the constantly changing economic environment, it is crucial to use real life market experience to make the necessary changes.

Leveraging the extensive resources of Wells Fargo Advisor Financial Network, I am equipped to navigate a variety of client scenarios. Whether you're selling a business, planning for retirement, or facing any significant life decision, I have the experience and resources to help navigate these events.  At the core of my practice is a collaborative approach that centers around each client. My team and I work in concert with your trusted advisors, ensuring a cohesive understanding of your financial landscape.

To me, being a financial advisor goes beyond mere money management. It’s about being a trusted figure in my client’s lives, helping them comprehend the true potential of their financial resources and hard work, and how these translate into real-life decisions. I have always wanted to be a central hub for my clients - a place where they can bring all their financial queries and decisions - whether I can help them myself or link them with the resources necessary for their financial success.

In my free time I take great pleasure in and supporting my daughter, Carly, and my son, Cameron. Carly is a talented dancer aiming for a professional career in dance and Cameron is a baseball player at the University of Washington, aspiring to be a professional one day. Meanwhile, Aspen, my 9-year-old, is discovering her abilities in tennis, acting, singing, and piano. Personally, I am an enthusiast of motorcycle enduro riding, seeking out nature whenever possible. I also have a deep interest in history and economics, fascinated by the figures who shaped our past. These pursuits and special moments are shared with my wife, Kelly who is the cornerstone in our family.

I’ve been a Licensed Advisor since November 1994, with 30 years of experience in managing investment portfolios tailored to clients’ risk objectives. As a Senior Fundamental Choice Portfolio Manager, I design and actively manage portfolios, allowing clients to focus on enjoying their lives. A typical day for me starts at 5:30 AM with coffee and market analysis, where I watch for micro events that can impact client portfolios. As a fiduciary manager, I’m passionate about ensuring my clients’ funds are well-managed.
Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program varies.

My wife and I have 5 children, with one still at home. We look forward to traveling more as our kids grow up, and we love dining out at restaurants in the Portland area. In addition to my work, I enjoy playing games, preparing for fantasy football, and participating in my church and our home community group.

I have accumulated 17 years of experience in the finance industry with a strong focus on wealth advisory for the past decade.

I thrive on fostering a collaborative environment where I work closely with both clients and advisors. By embracing a team approach, we strive to exceed the expectations of our clients.

As the senior client associate, my responsibilities extend beyond the traditional role, as I am actively involved in training and supporting other associates. By promoting a healthy work life balance and encouraging team camaraderie, I believe we can create a more productive and fulfilling workplace for everyone involved. Ultimately, this approach allows us to deliver exceptional value while also enjoying the journey along the way.

Outside of my professional life, I enjoy spending time with my 3 children, engaging in outdoor activities such as hiking and kayaking, and I am a music and live comedy enthusiast.  

Drawing on over 16 years of experience and my commitment to excellence, I manage the daily operations and administrative functions of our firm.

With a primary focus of building and cultivating relationships, I understand the importance of establishing meaningful connections with clients and colleagues. By investing time and effort into cultivating these relationships, I aim to provide a level of service that goes above and beyond expectations.

With a genuine curiosity for people and their journeys to success, I am always eager to learn and constantly seeking new knowledge and growth opportunities.

In my spare time, I find joy in spending time with my family and friends. I am an individual that thrives on being active and immersing myself in the outdoors. I cherish my close bond with my 2 adult daughters who live in the Southwest. They bring much warmth and joy to my life and I’m grateful for our strong connection despite the distance.

I currently hold my Series 7 and 66 Securities registrations and my Oregon Health and Life Insurance.

I have been in the Financial Industry for six years working in various customer service
support roles. I take great pride in delivering top tier customer service and supporting
the client relationship in any capacity. I recently relocated to Portland from the DFW
area in Texas. Before moving to Oregon, I spent five years at TD Ameritrade learning
the ins and outs of trading, retirement accounts, and I was the Assistant Team Manager
for the overnight team.

In my free time, I enjoy traveling and exploring nature with my two dogs, Jessi and Pal.
I highly enjoy the foodie scene Portland has to offer; it inspires me to develop my own
culinary skills in my own kitchen!

With 24 years of experience in the financial industry, my career has been driven by a genuine passion for helping individuals achieve financial wellbeing.

In 2000, my part-time job at Wells Fargo Bank blossomed into a rewarding career of building meaningful relationships and empowering others to achieve their financial aspirations.

Through firsthand experience, I have witnessed the impact of sound financial advice and effective planning on the lives of our clients.

I came to Willamette Cascade Wealth Management as their Senior Relationship Manager in September of 2023. I assist my advisors in creating individual comprehensive plans that encompass various goals such as education, tax optimization, retirement planning and wealth building.

I am an Oregon native who enjoys the love of travel, music, animals and above all spending time with my family, including my two grandchildren Norah and Ronan.

I love building genuine relationships and making sure each client feels valued. I take pride in being proactive, detail-oriented, and always ready to go the extra mile to ensure a positive experience. My role is all about helping our clients navigate their needs and making sure they get the best support possible.

I’m passionate about helping people and believe that a personal touch makes all the difference. Looking forward to working with you!

I began my career in the financial services industry with an independent brokerage firm in 1997, before starting with Wells Fargo Investments in 2004 as a brokerage associate. Five years later, I transitioned my career from investments to banking and became a premier banker, where I managed our affluent client banking relationships until March 2024. That is when I moved to Willamette Cascade Wealth Management as a Senior Client Associate. I’m excited to be part of this advisory team where I can leverage my years of experience to continue helping our clients reach their financial goals.

Personally, I’ve lived in Oregon for almost three decades and am originally from the Central Coast of California. I love getting to explore the many beautiful areas with friends and family, as there are still so many great places to discover!