Why Use This Tool?

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.

Formal Education:
Master of Business Administration, University of Texas at Arlington
Bachelor of Accountancy, New Mexico State University

Certifications:

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.