About My Practice
SecondHalf Planning & Investment is a Portland, Oregon area practice dedicated to helping you make the most of your life's second half.
Whether you’re managing an investment portfolio to provide income for life, protecting your wealth from long term care costs, or efficiently structuring tax and estate matters, your needs are more complex than the younger crowd. The financial industry is full of generalist advisors, but I specialize in working with people in their second half.
I provide broad financial guidance, identify blind spots, help you get financially organized, and then manage your investments and ongoing financial matters. This frees you to spend your time with the people you love and the interests you enjoy most...making the most of your second half.
Experience
I have 26 years in personal and corporate financial management. Before joining the financial services industry in 1999, I worked in such capacities as accountant, city manager, vice president for business, and chief financial officer.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Insurance Licenses
Life insurance: OR, WA, Health/disability insurance: OR, WA, Fixed annuities: OR, WA, Variable annuities: OR, WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Life Underwriter® (CLU®), Chartered Advisor for Senior Living® (CASL®)
Broker-Dealer Affiliation
KMS Financial Services, Inc.
Broker-Dealer Disclaimer
Advisory services and securities through KMS Financial Services, Inc., a registered investment advisor and broker-dealer.
Considerations: Compensation is usually by fee, but I maintain licensing for those situations where a client may be best served by commissionable sale of financial product.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
