Experienced Investment Advisors in Oregon

I believe that truly effective financial guidance begins with a deep understanding of what matters most to the clients I serve – their aspirations, their family, and what they value most. By taking the time to connect on a personal level, I gain valuable insights that enable me to provide a tailored experience. Every client I serve, regardless of the size of their accounts, benefits from the extensive family office experience of Mercer Advisors.

When I can offer empathy alongside sound financial strategies to help ease my clients’ uncertainty, I feel fulfilled. Understanding their experiences, family dynamics, and value systems helps me be a better advisor — and a better person.

I love my role as an outsourced CIO for local nonprofits, collaborating with dedicated individuals who are making a significant difference in our community. It’s so rewarding to be a part of driving positive change in the PNW.

I get excited helping families financially support the lives they enjoy. It is rewarding to help clients turn their financial questions about retirement, paying for college, and other goals from ‘can I or can’t I?’ into ‘will I or won’t I?’

We all go through life changes. Whether it’s evaluating the compensation package of a new job or designing estate plans for the next generation, they all revolve around money. Guiding my clients through important financial decisions is my passion.

At Mercer Advisors, the resources I have at my disposal to support my clients is above and beyond any other firm I know of. I love that I am able to provide truly comprehensive wealth management to the families I serve.

From farmers and ranchers to corporate executives, I really enjoy working with multi-generational families to help them accomplish their goals and financial freedom.