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 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.

For 25 years, I’ve strived to enable individuals and families enjoy the best of life while guiding them through financial decisions.

As your life evolves, so must the approach I use to keep you on track. Whether you are planning to send a child to college, preparing for retirement, deciding when to take Social Security benefits, or considering insurance protection strategies, we’ll work together through the years to help ensure strategies continue to align with your objectives. My mission is to provide customized and timely financial advice and guidance with the highest level of professional service.

Prior to joining Wells Fargo Advisors in 2011, I worked for JP Morgan Securities and Phillips and Company Securities. With an emphasis on continuing education for the benefit of my clients, I earned the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Domestic Partnership Advisor designation (ADPA®), from the College for Financial Planning.  For these designations, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Forbes recognized me as a Best-in-State Wealth Advisor in 2019 and in 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. The 2024 recognition, awarded June of 2024, based on the time period of 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.

From 2014 to 2022, I was chosen to be part of the Platinum Council, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors Financial Network. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. 

I was born in Alaska but have spent most of my life in Oregon where I reside with my wife Heather and my daughter Addison. Outside of the office, I enjoy traveling with my family, am an avid reader, and play basketball, soccer and golf.

Over the course of the last two decades, I have dedicated my focus to assisting individuals and families in achieving their financial goals. I prioritize getting to know each client on a personal level, genuinely understanding your unique circumstances and actively listening to identify what matters most to you.

In 2009, I became part of Wells Fargo Advisors, bringing with me previous experience as a financial advisor at WaMu Investments. With the certifications of CERTIFIED FINANCIAL PLANNER™ and Accredited Domestic Partnership Professional, I am empowered to personally assist clients by taking a comprehensive approach to their finances and provide customized guidance that encompasses all aspects of your financial journey.

 

For the past eleven years (2012-2023), I’ve been nominated as part of the Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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 an Alaska native that came to Oregon as an adolescent.  I attended Oregon State University where I obtained my bachelor’s degree. My wife, two children and golden retriever now call the city of Tualatin our home. Away from the office, I enjoy spending time with my family and friends, staying physically active and participating in outdoor activities.

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 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.  

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 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!

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.