Hi! I’m glad you’re here. As a true Oregonian, the Pacific Northwest holds a very special place in my heart which is why I chose to name my firm Timberline Wealth. I created Timberline Wealth from the belief that the traditional model of financial advice is broken.
With close to a decade of experience serving local real estate professionals, as well as a wide range of clients, my background and industry designations make me uniquely qualified to serve my clients. I hold both the Enrolled Agent (tax) and Certified Financial Planner designations.
Getting to know my clients and partnering with them through their financial journey is one of the most satisfying parts of my job. When I am not working, you can find me spending time with my wife Alison, our son Emmett, and my Vizsla Penny.
Knowledge is power! We believe our clients deserve to understand their money so they can be well informed when making decisions. We prioritize community education events so that we can share quality financial advice freely.
Working together is at the core of our business. We recognize and promote different skills and talents.
A goal without a plan is a wish. We hold ourselves and our clients accountable so that we can achieve our desired outcome.
We don’t pretend to be something we’re not. We’re comfortable in our skin and stay true to ourselves. We invite our clients to do the same.
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