I am privileged to guide leading nonprofits in the Pacific Northwest and successful families through complex financial challenges. My focus is protecting and growing capital for those I genuinely care for, and I consider it my superpower.With a deep sense of honor, I provide financial guidance to leading nonprofits and help them navigate the unique financial landscape of the PNW. I am dedicated to supporting these organizations in achieving their missions by implementing strategic solutions that drive long-term sustainability and impact.In addition, I work closely with successful families, providing them with comprehensive financial advice during challenging times. I understand the importance of safeguarding their wealth and ensuring its growth for future generations. By leveraging my expertise and market insights, I empower families to make informed decisions that align with their goals and values. My clients understand the importance of community and impact together; we explore various philanthropic opportunities and develop strategic plans that maximize the impact of their charitable contributions.I empower families to make informed decisions about their financial goals and the causes and organizations they wish to support. I facilitate discussions and guide giving strategies, philanthropic structures, and opportunities for collaboration with nonprofits.With a complete financial plan that aligns with their core values, families can navigate the world of philanthropy confidently, ensuring that their charitable efforts are well-planned and impactful. Together, we can create a lasting legacy that positively affects the planet and forges resilient communities.

From December 2014 to July 2016 I was Managing Director of Portfolio Management and Research. Starting in July 2016 I was named President and CCO of IMS Capital Management, Inc.

Privately held Oregon corporation that owns commercial real estate. I assist with lease negotiations, finance strategy and tenant relations.

OSA is an early-stage angel investment group geared toward fueling next generation sports companies.