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.
Your advisor will recommend a portfolio structure that invests your assets according to your specific time frame.
We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
I am a Certified Financial Planner® professional with 15 years in financial services. Prior to joining StanCorp Investment Advisers, I was a financial advisor with a CPA firm, serving individuals and families in the Portland area with comprehensive financial planning, tax planning and investment management.
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. In addition to being a CFP® and a CPA, I hold the Personal Financial Specialist designation.
I am a member of the American Institute of CPAs®, Oregon Society of CPAs, and the Financial Planning Association.
I graduated from the University of California Berkeley with a master of business administration degree and Portland State University with a master of taxation degree.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
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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