Building Legacies, Protecting Futures
With over two decades of experience guiding families through life's financial milestones, I've built my practice on a simple belief: your wealth should serve your life, not complicate it.
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D.A. Davidson & Co.
Member FINRA/SIPC
Professional Credentials
Comprehensive Financial Planning
Every aspect of your financial life—investments, retirement, estate, and taxes—working together toward your goals.
Wealth Management
Comprehensive portfolio management tailored to your goals, timeline, and comfort with risk.
Learn moreRetirement Planning
Navigate the transition to retirement with confidence, knowing your income, healthcare, and legacy are secure.
Learn moreEstate Planning
Protect your family and ensure your wealth transfers according to your wishes, not the government's.
Learn moreTax Planning Strategies
Minimize your lifetime tax burden through proactive planning, not just year-end scrambling.
Learn moreMy Approach to Your Wealth
"Your wealth should serve your life, not complicate it."
I believe in building genuine relationships, not transactions. When you work with me, you're not a portfolio number—you're a partner.
I operate as a fiduciary, which means your interests always come first. I'm legally and ethically bound to give you advice that serves your goals, not mine.
I take a holistic approach, coordinating your investments, tax strategy, estate plan, and insurance to work together toward your objectives.
I believe in transparency. You'll always know what you're paying, why we're recommending a strategy, and how your plan is performing.
Fiduciary Standard
Your interests always come first
Transparent Fees
No hidden costs or surprises
Holistic Planning
All pieces working together
Long-Term Partnership
Relationships, not transactions
What Our Clients Say
Real experiences from families we've had the privilege to serve.
"Michael helped us navigate early retirement with confidence. What could have been an overwhelming transition became a clear path forward. Seven years later, we're living exactly the life we planned—traveling, spending time with grandchildren, and finally relaxing without worrying about the numbers."
Robert & Linda Chen
Clients since 2015
"After selling my medical practice, I needed someone who understood the complexity of my situation. Michael's team handled everything—from the sale proceeds to restructuring my entire financial picture. For the first time in thirty years, I feel truly organized. I only wish I'd found him sooner."
Dr. Patricia Morrison
Client since 2018
"Three generations of our family work with Michael. That says everything about the trust we have in his guidance. He knows our story, our values, and what matters to us beyond the numbers. When my parents passed, he helped us through that transition with grace and care."
The Yamamoto Family
Multi-generational clients
"I was skeptical about working with a financial advisor. I'd managed my own investments for decades. But as retirement approached, I realized I needed someone to think through all the pieces I'd been ignoring—taxes, estate planning, healthcare. Michael's calm, methodical approach won me over. Best decision I've made."
James Peterson
Client since 2012
Client testimonials reflect individual experiences and may not be representative of all clients. Past performance is not indicative of future results. Your experience may vary based on your individual circumstances and investment objectives.
Ready to Start a Conversation?
Whether you're approaching retirement, navigating a major life transition, or simply want a second opinion on your current plan, I'm here to help. Let's talk about what matters most to you.
No commitment required. Just a conversation about what's possible.