Services

I have developed and refined a process that puts all the pieces of the financial puzzle together for my clients as their life unfolds and their needs evolve. It begins with an in-depth understanding of my clients' financial circumstances, their tolerance for investment risk, and their expectations for the future – including their legacy.

My considerable professional experience assisting clients, combined with access to D.A. Davidson specialists in disciplines such as insurance, financial, estate and retirement planning, enable me to offer full-service financial management designed to meet your long-term financial goals. At D.A. Davidson, you can expect straightforward advice and personalized solutions tailored to you and your financial goals.

Wealth management opportunities:

INVESTMENT ADVISORY - Asset allocation & portfolio management

TAX STRATEGIES - Income, expense & deduction considerations

CREDIT MANAGEMENT - Liability, leverage & liquidity strategies

INSURANCE PLANNING - Live, disability, annuities & long-term care

ASSISTING OTHERS - UGMAs, 529s, special needs & elder care

EXECUTIVE PLANNING - Employee compensation, options, & benefits

BUSINESS OWNERSHIP - Structure, management, & succession

CHARITABLE GIVING - Appreciated assets, caritable funds, & trusts

RETIREMENT PLANNING - 401(k), 403(b), IRAs, Pensions, & Social Security

ESTATE PLANNING - Titling, trustee, POA, incapacity, & legacy