1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Senior Vice President – Investments
Investment Advisor Representative
Has there been a more uncertain time than what we are facing today? Is it time to re-evaluate what you’re doing to protect your capital while also taking advantage of the changes occurring in our global economy?
Drawing upon my 25 years in the investment industry, I’ve tested and refined an active management approach to investing that identifies macro changes in market trends. This proprietary system is especially important when deciding how one’s investments should be allocated in uncertain times.
Besides my proprietary active management service, personalized consulting is what sets me apart. You need a competent person you trust and can talk with to understand your options and the actions you should take. Together we can plan and review your progress—as often as you need.
I graduated with a finance degree from Oregon State University’s College of Business and have been helping clients with their investments for over 25 years. Outside the office I’m active with my family, water skiing in the summer, snow skiing in the winter. I have recently inherited a small vineyard and am enjoying working the farm one or two days a week. In 2014 we harvested 10 tons of Pinot Gris.
My goal is to maximize your wealth and current income, keeping risk within your comfort zone. Reduce your anxiety…rely on my extensive experience, knowledge and proven integrity. I love what I do, and am looking forward to helping you put together an investment program designed just for you.
“Forget the one-night-stand broker; it’s time for a 2-way commitment that goes beyond simple dollar and cents. I’m in this for you … for the long term.”