I have over 39 years of experience in financial services. My team primarily measures our success by benchmarking client portfolio performance against the financial and life goals outlined in our client written financial plan. Financial performance is paramount to us. However, at the firm we always remain focused on measuring and reducing the level of risk a client must assume to achieve their desired financial goals. There are always ongoing and changes in tax, income, estate, planning strategies over a clients lifetime, which is why I believe strongly in client service. Through regular face to face discussion and phone or email, we are able to adjust your portfolio properly while maintaining the original strategy we established together in your financial plan. A proper work/life balance is personally important to me. I am an active member of the following: -Oregon Region Porsche Club of America -Columbia Aviation Association -Oregon Wine Brotherhood -Oregon Angel Fund