I believe in the power of free enterprise to solve real-world problems. My passion for business was ignited at age 12, working alongside my father, and by 18, I was immersed in the fast-paced world of commodity trading. This early exposure sparked a lifelong fascination with finance and economics. My diverse background, including an engineering degree, an MBA from Willamette University, and experience in treasury operations managing currency risks at Tektronix and deal analysis at Google, has equipped me with a unique perspective on financial markets and business strategy.

As a financial advisor, I go beyond traditional services to provide tailored solutions for executives, entrepreneurs, and individuals. I specialize in helping clients:

• Grow your businesses: Through risk management, deal modeling, and strategic financial planning.
• Optimize your taxes: By navigating complex compensation structures and utilizing tax-efficient strategies.
• Achieve your financial goals: Whether it’s planning for retirement, managing investments, or building lasting wealth.

In addition to my professional experience, I teach valuation and investments as an adjunct professor at Willamette University for early career and professional MBA candidates. I also manage the student investment fund, currently valued at $600,000, where students gain hands-on experience in managing investments. I believe that education is key to empowering clients to make informed financial decisions, which is why I take a hands-on approach to client engagement, similar to my teaching style.

In my free time, I enjoy exploring the world of economics and behavioral finance, traveling with my wife, and observing birds in their natural habitat. Birding provides a peaceful escape and reminds me of the importance of patience and observation – qualities that also serve me well in my work as a financial advisor.

My clients appreciate my empathetic approach, my passion for their success, and my commitment to protecting and growing their wealth for generations. Ready to achieve your financial goals? Let’s talk.