Position:
Managing Partner at Matrix Wealth Management
Work:
Matrix Wealth Management
- Portland, OR since Jan 2011
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Managing Partner
Planning Resources Corporation
Mar 1992 - Dec 2010
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Founder and President
Education:
Washington State University 1977 - 1981
Interlake High School 1974 - 1977
Interests:
Business interests: Financial Planning, Real Estate Investments & 1031 Exchanges, Estate Planning
Personal interests: theatre, cooking, wine, travel, boating