Why

There is a great sense of fulfillment in helping others achieve long-term success, which is based on the idea that real wealth generates opportunities and a legacy that your loved ones carry on. Helping people, families, and organizations establish strong financial foundations that promote long-term growth and protection is what motivates the fervent dedication. More than just a job, helping people reach their objectives and create a meaningful future is a deep source of inner peace that fuels a dedication to strategic advice, education, and financial management.

Education

Business Law
Willamette University College of Law, Salem Oregon, 2004
Finance
Atkinson Graduate School of Management, Salem Oregon, 2004
China Comparative Law
East China University of Politics and Law, Shanghai China, 2002
Business Administration/International Business
Concordia University, Portland Oregon, 2000

Experience

STRATEGIC ADVISOR (2014-PRESENT)

  • Responsible for advising nonprofit and charitable investment clients
  • Helping successful high-net-worth families develop wealth strategies
  • Business development and client acquisition activities
  • Conduct investment research, due diligence and portfolio construction

PRESIDENT (APPOINTED JULY, 2016 – DEMOTED MYSELF MAY 2023)

  • Responsible for the execution of the company’s business strategy
  • Overseeing day-to-day operations, compliance and risk management functions
  • Managing institutional, nonprofit and high-net-worth client relationships
  • Supervision of investment research and portfolio construction

Senior Portfolio Manager, Vice President (2009-2014)

  • Responsible for the execution of the company’s proprietary stock strategy, including stock research, trade execution and portfolio construction
  • Appointed to bank-wide team to review annual employee survey results and develop recommendations for executive management team (2012)
  • Managed client account retention and shared responsibility for soliciting, developing and retaining client relationships

Interim Director of Investments, Vice President (2014 – 5 months)

  • Responsible for the overall leadership and oversight of all investment-related operations, including defining and implementing our investment philosophy and strategies
  • Evaluated and recommended process improvements to reduce business risk
  • Communicate and educate clients, prospects, and COIs on the firm’s investment philosophy and strategies
  • Engaged auditors and compliance staff to ensure compliance with regulatory requirements, company policies and state laws impacting our investment strategies and portfolios

Portfolio Manager (2005-2009)

  • Performed quarterly research and due diligence on mutual fund managers, common trust funds, and exchange-traded funds.
  • Formulated macroeconomic forecasts used to make asset allocation decisions for our various proprietary mutual fund models
  • Strengthened relationships with key prospects, clients and referral sources to maintain and promote business development
  • Reviewed and reassessed the adequacy of investment policy statements, benchmark selections, asset allocation decisions and portfolio performance
Contributing Assistant Professor, Graduate School (2015-Present)

  • Oversight of $620,000 student-managed investment portfolio.
Adjunct Professor, College of Business (2009-Present)

  • Communicate complex finance and investment concepts to a diverse base of undergraduate students
  • Assess student learning through case studies, projects and examinations
  • Develop dynamic lesson plans designed to immerse students in practical applications of various investment and finance concepts

Adjunct Professor, School of Management (2007-2011)

  • Developed learning objectives and taught BA 341 Investment Management
  • Created seminar lesson plans and case studies on subjects such as personal finance and financial panics
  • Provided consultative counseling support to undergraduate finance majors

Community Impact

(2023-Present) Board member and donor

(2023) Entrepreneurial Achievement Awards Selection Committee member
(June 2022) Executive Director Search member
(Future Proof 2021) Awards Selection Committee member 30th Anniversary Category
(Include Awards 2021) Awards Selection Committee member
(Emerge Awards 2021) Awards Selection Committee member

(April 2022) Strategic Planning member

(2022) Board Chairman and Professor
(since 2015) Board member and instructor

(2017) Audit Committee
(2016) Investment

(February 2021) Strategic Planning member

BOARD ADVISING, CIVIC INVOLVEMENT, INTERESTS & ACTIVITIES

  • Your Content Goes Here
  • Awarded Community Catalyst – Oregon Entrepreneurs Network (2024)
  • Awarded Accomplished & Under 40 (2016) – Vancouver Business Journal
  • Awarded Outstanding Financial Executive by FMA (2016)
  • Awarded “Forty Under 40” by the Portland Business Journal (2011)
  • Oregon State Bar Member (2004-Present)
  • Oregon Community Foundation – Investment Committee (2016-Present)
  • Foundation for Vancouver Public Schools – Executive Committee, Treasurer (2014-Present)
  • United Way – Planned Giving Advisory Council (2014-2020)
  • Classroom Law Project – Finance Chair & Executive Committee (2008-2018)
  • Dorothy & Robert Ryan Charitable Foundation – Board member (2006-2013)
  • Active volunteer for numerous education and poverty-related nonprofits
  • West Coast Trust Employee of the Year (2009)
  • Advisory Board Member, BFM Fund (Venture Fund) (2021-present)
  • Board Member, Union Furniture, Inc. (Commercial real estate holding company) (2020-present)
  • Oregon Sports Angels (OSA) member (Angel investing) (2021-Present)
  • The Connected Trust, Board member and donor, 2023-Present
  • Venture Partners, Board member and donor, June 2022

Hit Me Up

Pull up. Check in. Hit my inbox.

My goal is to work with great people. Build epic things. Share what I’ve learned. If that’s not your goal, keep it movin.