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I Treat Clients the Way I Would Expect to be Treated

My experience and tenure as a Senior Vice President, Financial Consultant with D.A. Davidson & Co., have taught me to utilize a consulting approach with clients. I believe in forming wealth-building partnerships through communication and trust to help investors create, preserve and manage wealth by applying investment strategies that fit your specific goals and circumstances.

The process begins with a basic step: I listen to you.

I create a customized investment plan for you following a conversation about your objectives, a detailed inventory of your assets and liabilities, and an assessment of you risk tolerance, investment philosophies and time horizon. Life rarely follows a straight line, so your plan doesn't end with implementation. I monitor your portfolio, keeping you informed with new ideas or when adjustments are necessary. I believe in personalized service and am committed to helping clients achieve their goals for today and the future.