Meet the Team

I take pride in helping business owners, executives, and professionals achieve financial success.  Over the course of my 25-year banking career, I have had the privilege to work with organizations and individuals across a multitude of industries and backgrounds.  I understand that every connection is an opportunity to build trust and have always believed that starts with timely and transparent communication.  My main objective is to always provide valuable advice, and letting my clients make the decision that best achieves their goals.

I have lived in Portland for over a decade and have worked closely with local businesses and non-profits during my time here.  I am married with two young children, and my wife Michelle is a small business owner herself.  My family and I enjoy the outdoors and you’ll often find us going off into the woods or heading to the coast during our free time, taking full advantage of everything the PNW has to offer.