Business Hours
M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
Services
Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning
Specialties
CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, Securities licenses Series 7, Securities licenses Series 66, Oregon Resident Life and Health Insurance License, Masters degree in Business Administration (MBA), Portland State University, Bachelor degree in Philosophy, Portland State University, Masters degree in Philosophy, Portland State University
