Meet our financial advisors

My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.

Many of my clients ask how they can invest leading with their values and ideals. For those who are interested, I have access to a wide variety of sustainable investing options and have the honor of serving on the Raymond James Sustainable Investing Advisory Council.

My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.

I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design), and CFP^® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions:  How much is enough? Do I have enough? What do I do next?

I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you.

I am a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.

When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon.  We are active in our four children’s sports teams and enjoy the great fellowship of our church community.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design), and CFP^® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan.

Investments can be complex. I will help ensure the impacts of all your decisions are easy to understand. Sounding smart isn’t our job, it’s to help you succeed in reaching your financial destination. Reaching your goals takes a deep ongoing relationship. It starts with a conversation. I look forward to speaking with you about your goals.

My family and I migrated to Portland from Mexico in 1997. We immediately fell in love with everything that makes the northwest so special. I love spending time with my family, reading, staying active in nature and being a strong advocate for the communities in which I work and live. I am motivated to help these communities thrive by raising awareness in mental health and helping people improve their financial literacy toward financial freedom.

Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals.

I’ve been helping families with their investment and planning needs since 2005.  Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNER^TM (CFP^®), the Chartered Life Underwriter^® (CLU^®) and additionally I earned the Chartered Financial Consultant^® (ChFC^®) designation.  I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington.

I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design), and CFP^® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.

I got my start in financial services in 2000. I currently hold the Chartered Financial Consultant^® (ChFC^®) designation, the Retirement Income Certified Professional^® (RICP^®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC).  Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

I currently reside in Beaverton with my family.  In my free time, I enjoy travelling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies.

I am fluent in Russian!

RICP® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.

I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.

I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.