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Clients choose to work with me because they trust that I will keep their best interests in mind regardless of the size of their portfolio. I believe the best recommendations and solutions are borne out of listening well and taking the necessary time to get to know and understand the client's goals and desired pace for moving forward. Business clients confront challenges that are different from the Individual Client. These issues can be multifaceted requiring creative solutions. My experience and deep well of resources are available to you at no charge. Whether you have Individual Financial Planning or Business Risk Protection needs, I would welcome the opportunity to be a resource to you.

Aldrich is a prominent accounting and business advisory firm based in Oregon, founded in 1973. With a focus on integrated financial, tax, accounting, and wealth management services, they help businesses and individuals achieve their financial goals across a diverse range of industries. The firm includes several specialized divisions, such as Aldrich CPA Advisors, Aldrich Wealth, and Aldrich Capital Advisors, each offering a comprehensive suite of services including audit, tax planning, retirement planning, and business transition assistance. Aldrich stands out as one of the top 70 accounting firms in the U.S., serving clients nationwide from eight offices in the Western U.S. Generated from the website

Three Rivers Wealth Strategies is a financial planning firm based in Lake Oswego, OR. Specializing in wealth management and investment strategies, the company offers personalized solutions to help clients achieve their financial goals. With a focus on long-term financial success, Three Rivers Wealth Strategies provides comprehensive services to individuals and businesses seeking expert guidance in navigating the complexities of financial planning and investment management. Generated from their business information