Phone
(503) 620-4489

Fax
(503) 624-0817

Location
Principal - Lake Oswego

Practice Areas

Investment Committee

Retirement Plan Consulting

Investment Advisory Consulting

Asset Management

Participant Administration

Retirement Plan Design

Trust Accounting

Tax-qualified Plan Audits

Certifications
Registered Investment Advisor

Licensed Investment Representative

Series 7 Certified

Series 65 Certified

Series 63 Certified

Memberships/Boards
American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

Education
Bachelors in English and Communications - Lewis and

   Clark College

Masters in Education - Lewis and Clark College