A graduate of the University of Oregon, I have more than 32 years of experience managing client portfolios. I began my career as a financial advisor in 1992 at Prudential Securities, where I built a successful business by working with affluent families in managing their wealth. In 1997, I transitioned to Charter Investment Group, which after two mergers became RBC Dain Rauscher. In 2007, I founded my own company, which is now Steinberg Investment Group.I was born and raised in Portland, Oregon where I live with my wife Mary, and daughters Gabriela, Adriana and Marisa. Outside of my career, I give back to the community by serving on various local nonprofit boards. In my spare time, I enjoy playing competitive tennis, exercising, and spending time with my family.At Steinberg Investment Group, I am personally committed to delivering exceptional client service by meeting face-to-face, listening, building trust, and fully understanding each of his clients' long-term financial needs. As an experienced investment and wealth management professional, I firmly believe that attentive service is a top priority and is the core foundation to building long-term trust.My investment and wealth management approach optimizes a steadfast, disciplined, non-emotional asset allocation strategy tailored to each client's personal situation. With this approach, I objectively addresses each client's personal financial situation, their future, and their risk tolerance.I design customized investment and wealth management plans that include risk reduction techniques diversifying beyond stocks and bonds. My diversification approach includes alternate strategies that are not highly correlated to equity and fixed income markets.