As an experienced Financial Advisor, Duane advises high net-worth individuals, business owners, corporate retirement plans and charitable foundations through the intricacies of wealth management, asset allocation strategies, fixed income portfolios and tax managed investing. With over 26 years in this industry, he never stops learning. His approach is hands on and has a way of putting clients at ease with custom solutions for their unique needs.
Born and raised in Oregon, Duane and his wife Deanne have settled in Downtown Portland enjoying all that urban life offers. On most weekends, you’ll find them exploring the city, hiking Forest Park or taking a golf trip for sun and relaxation. He also works closely with several Portland churched and helps out at the Oregon Food Bank.