Humanizing investing is my goal. While money cannot buy happiness, it is a source of pride and accomplishment, and fuels our aspirations. We have an emotional relationship with money, and logic can go out the window in times of stress or life changes. I can help you stay on course.

No two clients have the same financial goals. I want to understand what is important to you to help create a strategy that allows you live richly by spending time with family and friends, building your business or pursuing your passions. I use an established process to build customized strategies to help you achieve your goals, and I will partner with you to help keep you on track.

You can also find me enjoying the beauty of Oregon by bike or seeking cool, shady trails by foot. I graduated from the University of California at Berkeley with a degree in English and still enjoy a great thought-provoking poem.