About My Practice
I strive to develop a deep understanding of you, your goals and needs so that I can build a personalized plan designed to ensure your financial well-being.
I am a Certified Financial Planner® professional whose practice emphasizes investment and retirement planning services. With my background in a broad range of financial disciplines, I am able to help affluent investors find the most appropriate solutions for their needs.
Prior to joining StanCorp Investment Advisers, Inc., I worked as an auditor for a large national accounting firm. I am also a Returned Peace Corps Volunteer who proudly served in Honduras as a small business advisor to the community of Comayagua.
I am a member of the Financial Planning Association. I have a Bachelor of Accountancy from New Mexico State University and a Master of Business Administration from the University of Texas at Arlington.
Master of Business Administration, University of Texas at Arlington
Bachelor of Accountancy, New Mexico State University
Certified Financial Planner (CFP)
About StanCorp Investment Advisers:
StanCorp Investment Advisers, Inc. is a fee-only firm, which means we are paid only by our clients. Established in 2000, the firm is a registered investment advisor that provides objective financial planning and investment management strategies. Visit www.stancorpadvisers.com for more information.
Registrations, Licenses, Certifications & Affiliations
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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