I was born in Seattle, WA and spent all my life growing up in Wilsonville, OR. Outside of work I spend a lot of time with my tribe of family and close friends. I am fulfilled by traveling the world and experiencing new cultures and cuisine, mountain biking, running, basketball, golf, watching Duck Football, and hosting BBQ’s and dinner with family and friends. I began my career in financial services back in 2012 and have been providing advisory and wealth management services to high-net-worth individuals and business owners since 2015. Having grown up not having money be a topic of discussion at the dinner table, I am deeply passionate about building relationships with clients and helping them use money as a tool to accomplish whatever it is they want to accomplish in life. I currently reside in Tualatin, OR with my dog, Herbert.

 

Overview

Industry Designations
ChFC^® – Chartered Financial Consultant
CEPA^® – Certified Exit Planning Advisor


FINRA Registrations



Community Involvement
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