Overview

I am a Portland, Oregon area (Lake Oswego) fee-only financial planner offering comprehensive financial planning services to individuals, families and small business owners. My firm takes a client-centered approach and crafts solutions that are technically sophisticated and artfully structured to truly reflect client's priorities and values. Our goal is to be a trusted resource, advocate and guide through all of life's transitions, both expected and not. In addition to the services we provide to individuals, we also consult to 401k plan sponsors to ensure plan costs are reasonable, manage ERISA liability and create successful investment experiences for plan participants. We are an ERISA section 3 (21) fiduciary.