As a Senior Portfolio Manager with over 27 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis.  My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs. 

• UBS Investment Consultant - Investment Consulting & Employee Education Consulting for defined contribution plans
• UBS Portfolio Management Program - Senior Portfolio Manager
• Investment Management Consultants Association - Essentials of Investment Consulting Certificate
• Certified by the Certified Financial Planner Board of Standards

• Santa Clara University
• Kaplan University - Financial Planning Education Program
• University of Oregon - B.S. - Political Science, Business, Economics

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Oregon, Life, Health, Property, Casualty and Variable Life Insurance Licensed
• State of Washington, Life, Health, Property, Casualty and Variable Life Insurance Licensed

AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NE, NM, NV, NY, OR, PA, TX, VA, WA, WI