Phone
(503) 716-9381

Fax
(503) 624-1349

Location
Principal - Lake Oswego

Practice Areas

AKT Wealth Advisors, LP

AKT Retirement Plan Services, LP

Investment Committee

Certifications
Chartered Financial Analyst (CFA)
Registered Investment Representative

Memberships/Boards
Portland Society of Financial Analysts

Special Olympics Oregon Board Member

Education
Bachelor of Science - University of Oregon

MBA - University of Oregon