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About Me


I am an Independent, Fee-Only Financial Planner specializing in advising clients on retirement. Other areas of my work include college financial planning, tax planning and tax return preparation.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and Oregon Licensed Tax Consultant 36239-C

Compensation: I am a Fee-Only planner – all my compensation comes from clients in the form of fixed, flat or hourly fees. I receive no commissions, bonuses, or kickbacks from financial service providers and do not sell any financial products. The only cost to you is the fee agreed at the commencement of the engagement.

Conflicts of Interest: The CFP® Standards require a fiduciary level of care, i.e. that I act in your best interest and to put your interests ahead of my own. My intent on accepting an engagement is that there be no conflicts of interest in our relationship. I am a sole-practitioner and thus truly independent, so there are no limitations placed by others on the advice I am able to give you. You will work with me only; I do not subcontract to other advisors.

Education: My education includes graduation from the Personal Financial Planning Program at U.C. Santa Cruz, a B.S. from the University of Sussex in the United Kingdom, and a Diploma in Management Studies from Ealing College, London.

Prior to 2007, when I commenced providing personal financial planning, I served in senior-level positions at a cross section of entrepreneurial, high-growth, and Fortune 500 companies.


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