Who We Work With
Who I work with
If your retirement picture has more moving parts than a single 401(k) — a business to sell, stock options to sort out, a pension to integrate — you’re who this practice is built for.
Business owners & practice owners
You’ve built something — a company, a practice, a book of clients. The question is how it converts into retirement income, and what happens to the business, the staff, and the tax bill when you step back.
Executives & equity compensation
A meaningful share of your net worth sits in your employer’s stock — RSUs, options, ESPP, or a nonqualified deferred compensation plan. The timing and the tax treatment of those decisions can matter more than the returns.
Physicians, dentists & attorneys
High income, a late start on saving, and a practice buy-in already behind you. You need the tax, income, and risk pieces coordinated — not another product sold to you.
Affluent retirees & near-retirees
You’ve accumulated a substantial portfolio across several accounts. The job now is turning it into dependable income without overpaying tax or taking on more risk than you need to.
Oregon PERS members & public employees
Teachers, administrators, firefighters, police officers, and state, city, and county employees. Your pension is the foundation — we build the rest of the plan around it.
Spouses, survivors & care planning
Survivor benefits, beneficiary decisions, and the realistic version of the long-term care question: how do you pay for care if you need it without draining everything you saved?
Who I’m probably not the right fit for
Honesty is cheaper up front. I’m likely not your person if:
- You’re looking for someone to trade options or pick hot stocks
- You want a guarantee with zero risk and above-market returns
- You only want a product sold to you and no ongoing relationship
- You’re outside the states where I’m licensed to do business
None of those are bad goals — they’re just a different job than the one I do.
Where we can meet
By phone and video anywhere in Oregon, and in person across the Salem and Portland areas. Most of my clients have at least one family member or spouse join the conversation, and I encourage it.
I work from home and meet clients by appointment
—
in person at a public location, or by phone or video. That keeps the overhead out of your plan and the conversation focused on you.
Not sure if you fit?
Ask me directly. A short call will settle it faster than a website ever could.