Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Family Finances
  • Intergenerational Planning

Education

  • Bachelor of Arts, History & Political Science, University of Vermont 1989
  • Scotch Plains Fanwood High School (HS diploma), Scotch Plains, NJ 1985

Previous experience

  • Adjunct Professor, Rogue Community College, 2016-2018
  • Partner, Registered Representative, American Portfolios, 2009-2017
  • Assistant VP Financial Advisor, Merrill Lynch, 2000-2009
  • Owner & CEO, Intramar Chartering, Inc., a worldwide cargo and ship broker operator, 1995-2000

Community participation

Church of the Annunciation Orthodox Church Parish Council Committee, Milwaukie, OR

Interests

Spending time with my wife and 3 boys (two at college and one still home)

Attending services at my local church

Cooking with wine...and sometimes using it in the recipe!

Reading theological books or listening to Audible

Skiing with the family or fishing with my boys

Teaching basic finances at the local community college and high school

Visiting family in Italy and Switzerland

Exercising at OrangeTheory

Wandering in the woods

My photos

1 albums
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