I have nearly two decades of experience advising clients in all aspects of their wealth management needs. I invest time early in our relationship to know my clients and understand their financial needs and aspirations. Transparency and open communication are critical to our mutual success. The outcome is a strategic investment plan that evolves with my clients' lives and aligns with the milestones important to them.

I began my career as an investment banker with D.A. Davidson & Co., specializing in mergers and acquisitions. Following that I provided advisory services to executives and owners of closely held businesses at Smith Barney, Inc. in their Corporate Client Group, and its successor Morgan Stanley. I also held the position of Vice President at Stephens Inc., advising clients in all aspects of their wealth management needs.