Wealth Manager
With decades of experience under our belt we specalized in building a plan that works for you whether it is a high-net-worth individual, family or a nonprofit organization. We are using strategic methodes to ensure
By using a strategic method that incorporates portfolio design, market analysis, and financial education, we deliver individually tailored solutions to clients based on their distinctive financial aspirations.
Community Builder
Through my ups and downs in life I had to learn to understand how important Community is and how valuable it can be having the right people around you. The power of a community exceeds the power of every individual of why I give my very best to invest, pass on experience and connect people to make a significant impact within the Community. That is why I dedicate time into projects like “The Connected Trust”, a local nonprofit supporting entrepreneurs in all communities, “Venture Partners”, an educational organization on a mission to diversify the decision makers in venture capital and entrepreneurship by providing hands-on, practical education, “The Foundation for Vancouver Public Schools”, an educational non-profit corporation providing essential resources and opportunities for students to reach their full potential through collaboration and partnership with the community, students, families, and VPS staff or the “O’Neill Student Investment Fund”, a fund managed by Willamette University School of Management Finance Students.
In addition to that I have make effort to organize four “Walk and Talk” meetings a month to bring together and connect Business Owners, Non-Profit Leaders and students form the Vancouver, WA and Portland, OR area. These gatherings foster meaningful connections and discussions on topics such as life, business, and professional & personal development opportunities, with the goal of empowering individuals to collaborate and create a greater impact together.
Investor
With decades of experience in several Non-Profit Organizations as Executive Director, Board Chairman, Board Member, Strategic Planning Member, Comittee Member or an Investor we know what it takes to make a Non-Profit thrive. Our expertise ensures to grow these organizations to influental leaders and a key destination in the Pacific Northwest. We understand the unique challenges Non-Profits face and are committed to providing the guidance and the neeeded support for sustainable impact and success.
Consulting
Let’s build a plan that works for YOU!
Professor
As a Professor at Washington State University and Willamette University teaching Business and Finance I teach complex finance and investment concepts to a diverse base of undergraduate students. More important to me is providing experience and lessons I have learned throughout my life and giving young adults advice for personal & professional growth and practical knowledge that is transferable to enter the real world.