Experience

CLS Financial Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Owner/Financial Advisor

  • Jul 2019 - Present

  Portand, Oregon As an owner and financial advisor at CLS Financial, Inc., I work closely with my clients to help them discover financial freedom by making informed, strategic financial choices in their life. Managing and growing money is so much more than creating a budget or investing; it involves incorporating personal values, life goals, financial behaviors, and big picture strategies to achieve confidence and peace of mind. I thrive on melding all of these elements together with my technical expertise to… Show more As an owner and financial advisor at CLS Financial, Inc., I work closely with my clients to help them discover financial freedom by making informed, strategic financial choices in their life. Managing and growing money is so much more than creating a budget or investing; it involves incorporating personal values, life goals, financial behaviors, and big picture strategies to achieve confidence and peace of mind. I thrive on melding all of these elements together with my technical expertise to help clients feel empowered in their financial life choices. When working with my clients, I help them coordinate a wide variety of financial aspects of life including: investment management, retirement planning, tax planning, budgeting, estate planning, college planning and more.

• Personal Financial Specialist/Advisor

  • Feb 2016 - Jun 2019

  Portland, Oregon Partner with clients to develop, implement, and manage an on-going financial plan that helps them achieve their life and financial goals. Areas of focus include: investment monitoring, tax efficient planning, estate planning, and retirement planning. CLS Financial is a Registered Investment Advisory Firm. Important disclosures can be found at https://www.clsadvisors.com/legal-mentions.



Schultz Group CPAs

• Certified Public Accountant

  • Jan 2016 - Present

  Tax planning and tax return preparation for individuals, trusts and estates.



Portland State University

• United States
• Higher Education
• 700 & Above Employee

• International Student Advisor (DSO)

  • Dec 2014 - Dec 2015

  Portland, Oregon Area Advise international students on immigration status, dependents, personal challenges, sponsor questions, and cultural concerns.Work closely with academic advisors and faculty to assist international students in the Intensive English Language Program (IELP).



Oregon State University

• Higher Education
• 700 & Above Employee

• International Student Advisor (DSO/ARO)

  • Jun 2013 - Dec 2014

  Corvallis, Oregon Area Advise a population of over 3,900 international students, from language learners to Ph.D. students, on F-1 and J-1 visa immigration regulations and how to maintain status while studying in the United States. Work with a team of advisors to provide whole-person care to students experiencing life challenges. Founding member of the OSU Financial Literacy Resource Council, working to create a comprehensive and coordinated financial education program for all students.



University of Connecticut

• United States
• Higher Education
• 700 & Above Employee

• Senior Transition and Engagement Programs Graduate Assistant

  • Aug 2011 - May 2013

  Storrs, CT Promote senior success through programming efforts and resources designed to facilitate a successful transition to life after college, including career and graduate school preparation, financial literacy, and life skill development.



Patrick Casey and Co.

• Certified Public Accountant

  • Jan 2007 - May 2010

  Tax season preparer, working on tax returns for partnerships, corporations, trusts, and individuals. Research and critically analyzed complex client tax situations based on authoritative guidance.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Audit Associate

  • Sep 2005 - Sep 2006

  Audited the financial statements of diverse industries including high-tech companies, hospitals and universities.