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Strategic Wealth Management
Built on Experience, Knowledge and Integrity
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Collaborative process for a comprehensive financial planning approach |
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Systematic approach to portfolio design with proactive management |
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Knowledgeable advice with exceptional service |
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Retirement, wealth management and estate planning strategies |
As a financial advisor, I am passionate about helping our clients work to achieve their financial goals. My aim is to build lifelong relationships with clients, maintaining high standards of quality, service and integrity. I work with an experienced team of advisors and capable staff. We help create confidence through a strategic and comprehensive approach to the financial planning process. We help define your dreams, implement strategies and track progress.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Taxation |
| | | Estate Planning |
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Working with this financial advisor is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Some products and services may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Portland area (includes Clackamas, Columbia, Hood River, Multnomah, Tillamook County, Washington and Yamhill counties in the state of Oregon) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 6,080 wealth managers in the area. 1,454 award candidates in the Portland area were considered for the award, of which 260 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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