About My Practice
Choosing a financial adviser is an intensely personal decision. After all, this is who you trust to help secure your future so you can achieve your goals and live your dreams. It's not just about financial planning and investment skills. It's about commitment to your success.
I take the time to learn about your resources, desires and expectations in order to build a personalized plan designed to ensure your financial well-being. My investment philosophy and strategies are based on meeting your goals without taking any unnecessary risks. You will benefit from the resources and expertise of a well-established and strong financial institution with decades of performance in prudent investment management.
My firm is compensated solely by client fees so I have no financial incentive to recommend one investment over another. The result is complete objectivity and focus on meeting your goals.
You will receive a high level of personalized service including regular account reviews, in-person meetings and access via phone or e-mail for any immediate issues. I will continuously manage your portfolio to ensure it continues to meet the strategy we built.
It's about personalized service that focuses solely on you. It's about creating trust and long-term relationships. And, it's about putting proven expertise to work for you.
I have more than 20 years of experience in investment and retirement planning services. My focus has been on retirement planning, built on the foundation of client needs analysis, financial planning, and investment consulting.
Prior to joining StanCorp Investment Advisers, I was Vice President and Manager of Investment Services for Invesmart where I led a team that managed more than $4 billion in client assets.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
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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