The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients.As a Private Wealth Advisor, Business Financial Advisor and holding the Certified Financial Plannerâ„¢ certification, I work closely with my clients and get to know them personally. I believe that in order to help clients live richer and more meaningful lives, I better know something about their values and what's important to them. Based on this, I create a customized financial plan-a roadmap of sorts- based on a deep understanding of client's personal goals, aspirations and resources. I then leverage our knowledge to recommend financial strategies that can help clients pursue the future they envision. My team takes the time to listen to our clients and we spend our time educating and consulting with our clients so that they understand all of their options and make informed decisions in alignment with their lives and financial goals. We understand that wealth brings responsibility and complexity, and we believe our clients seek our counsel not only to help them manage but help them protect all that they've achieved.