Phone
(503) 620-4489

Fax
(503) 624-0817

Location
Principal - Lake Oswego

Practice Areas

Tax Compliance and Planning - Business & Individual

Estate Planning

Business Succession Planning

Personal Financial Planning

Certifications
Certified Public Accountant
Juris Doctorate

Memberships/Boards
American Institute of Certified Public Accountants (AICPA)

Portland Estate Planning Council

Willamette Valley Estate Planning Council

Valley Estate Planning Council (Phoenix, Arizona)

OSCPA Estate Planning Committee

AICPA Personal Financial Planning Section

Rotary Club of Lake Oswego

Portland Estate Planning Council, Board Member

Portland Tax Forum, Board Member

Oregon Society of Certified Public Accountants

   (OSCPA), Board Member

Northwest Medical Teams, Planned Giving Committee

Doernbecher Foundation, Co-Chair Planned

   Giving Committee

Oregon Graduate Institute, Planned Giving Committee

Lake Oswego Soccer Club, Coach/Past Board Member

Oregon Health Sciences University Foundation,

   Planned Giving Committee

Lakewood Center for the Arts (Lake Oswego),

   Board Member

Lake Oswego School Foundation, Teasurer/Board Member

Education
Bachelor of Science - Accounting - Washington

   State University

Juris Doctorate - Willamette Universty Law School