As a financial advisor, I have worked in the investment and banking industry since 1992. I honed my skills early on working for large financial institutions and brokerage firms in the Bay Area. Since that time, I found my niche working with a select group of families and clients to help build wealth and financial confidence now and well into the future.
With offices in Palo Alto, California, and Beaverton, Oregon, I implement a customized investment approach that provides my clients with comprehensive financial advice that adheres to a strict investment philosophy. Though I am disciplined in all aspects of financial research and analysis, my style is anything but regimented. Working with clients one-on-one is where I believe I can thrive. I am confident in my skills to connect with clients to create a personalized investment and retirement plan.
My goal is simple: I want to work with people who know the value of a dollar and the value of quality, personalized service. That’s what we strive to offer here. This combination of drive and service has earned me the Raymond James Chairman’s Council* in 2021, an annual ranking of distinguished financial advisors at the firm.
I am a longtime supporter of the Juvenile Diabetes Research Foundation (JDRF), and also support programs that battle food insecurity for children and families in both San Francisco and Portland.
A latecomer to the sport of running, I have a few half-marathons under my belt, and in March 2020 I completed my first, and hopefully my last, full marathon.
I am an avid traveler, and I’m always looking for suggestions for the next adventure.
Give me a call, and let’s talk about your future.
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.