About My Practice
Helping you achieve lifelong financial well-being is the primary focus of StanCorp Investment Advisers, Inc. An established registered investment advisor with the Securities and Exchange Commission, StanCorp Investment Advisers adheres to a prudent approach to managing your money.
Our asset management process starts with learning about you and your goals. We will recommend a portfolio structure that invests your assets according to your specific time frame. Going beyond your portfolio, we take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
Our Ann Arbor office is supported by a national team of service and investment research professionals with a long history of carefully selecting and monitoring funds, equities and bonds.
I am a Certified Financial Planner® professional who offers comprehensive planning services with an emphasis in investment and retirement planning. With a strong background in finance, I am able to assist affluent investors find the most suitable solutions for their needs.
As a NAPFA-Registered Financial Advisor, I am broadly trained to bring together and apply the separate disciplines comprising personal finance—income tax, financial position and cash flow, retirement preparation, estate planning, investments, and risk management.
As a member of the Financial Planning Association (FPA), I am committed to holding myself to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.
I am ready to work on your behalf to clarify your financial goals and manage your assets to help you meet your unique challenges and opportunities.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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