Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Truly caring about you and your financial well-being is the foundation of our team. Located in Portland, Oregon, we are a skilled team with more than 100 years of collective experience developing wealth management strategies. As of March 31st, 2018, clients have entrusted us with more than $1 billion in account balances.
From retirement and estate planning services to corporate services for businesses, we strive to help simplify your financial life by connecting the different pieces. We focus on:
- Business Succession and Liquidity Events
- Retirement Planning and 401(k) Services
- Corporate Cash Management
- Legacy Planning and Wealth Transfer
- Investment and Portfolio Management
- Risk Management
Our integrity, discipline and diligence, combined with our experience and ability to communicate effectively, are the cornerstones of our client relationships. We believe that in order to create individualized strategies, it is vital to clearly understand and share your vision.
We strive to learn all we can about you and the role of wealth in your life.
We use the goals-based wealth management process to sharpen your financial vision, organize a financial strategy and advise and guide you in building an investment portfolio.
With our goals-based wealth management process, we help you:
- Understand Your Financial Situation
- Articulate Needs and Goals
- Define and Refine Approach
- Implement Goals-Based Portfolios
- Review Progress to Goals
We believe that investing for the long term requires discipline, quality investment managers and careful implementation of your investment strategy. Our core focus for your account management:
- Asset Allocation
- Understanding Your Risk Profile
- Discretionary Portfolio Management
- Regular Reviews of Portfolio to Financial and Lifestyle Goals
Our belief is that clients come first. To that end, you may have a primary relationship with one of us, but we work as a team to blend our collective skills. The clients we serve include affluent individuals and their families, business owners and professionals, whom we assist in moving toward their most important goals.
We take a thorough approach that encompasses your current financial situation, interim objectives and long-term investment goals. We believe that in order to create individualized strategies, it is vital to clearly understand and share your vision.
In addition to asking thoughtful questions about your financial goals, we also want to hear about your business, dreams, family, lifestyle, ambitions and priorities. The result is a wealth management strategy based on what is important to you and your family—one that helps address your concerns, goals, time horizons, liquidity needs and tolerance for risk. Our mission is to help you pursue your objectives by working with you to connect the various pieces of your financial life.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 432340
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.