Providing unbiased and independent wealth management solutions has been my focus in financial services after transitioning from the medical field in 1996. Since then, I have built my company by establishing mutual trust with a client-first, consultative process. With a detailed understanding of your values, vision and objectives, I customize recommendations to address your unique goals and needs beyond simply investing.
During a one hour, complimentary consultation with you, I will be able to learn how I can address your biggest financial concerns, such as saving for retirement, preserving your wealth, mitigating taxes, taking care of heirs, and charitable giving.
My clientele come from various backgrounds, and include executives, medical professionals, retirees, business owners, women and their families. Each individual will have a unique plan tailored to his or her specific financial situation.
When not busy with clients, I have had fascinating travel experiences throughout the world. Closer to home, I enjoy the Pacific Northwest's beauty while hiking, biking, fishing, skiing, and spending time at the beach.
Please feel free to contact me directly at 503-680-9500 for further information.