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 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