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, BusinessFinancial Advisor and holding the designation of CFP , I work closely with my clients and get to know thempersonally. I believe that in order to help clients live richer and moremeaningful lives, I better know something about their values and whatsimportant to them. Based on this, I create a customized financial plana roadmap of sorts based on a deep understanding of client's personal goals,aspirations and resources. I then leverage our knowledge to recommend financialstrategies that can help clients realize the future they envision. My team takes the time to listen toour clients and we spend our time educating and consulting with our clients sothat they understand all of their options and make positive directionaldecisions in alignment with their lives and financial goals. We understand thatwealth brings responsibility and complexity and our clients seek our objectivecounsel not only to manage but help to protect all that they've achieved.