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Bo is a fifth-generation Oregonian and a fourth-generation Portlander. After growing up in Lake Oswego, he left for Eugene to attend University of Oregon studying Theater Arts. He followed that up by moving to Los Angeles to pursue the classic dream of making it big in film and television.
In 2008 he married his wife Megan and as they were planning a family, Bo realized however, that he should probably find a stable career to build a family around, so in 2010 he enrolled at California State University to get his Bachelor of Arts in Business Administration.
In 2012 their family moved back to Lake Oswego where Bo had been recruited to start a branch office for Edward Jones. He built his business in such a way that he was recruited away to take over a Wells Fargo Advisors branch. While there he earned the Certified Financial Planner (CFP®) designation and reconnected with a former colleague to strike out on their own to build an independent fiduciary brand.
Because of his success, in 2018, Bo was hand-selected to take over one of Portland’s most respected Registered Investment Advisor brands and serve as host to the area’s longest running live financial advice radio show.
As soon as he was introduced to Asset Preservation team in late 2025, Bo knew that he found the best opportunity to expand his ability to serve his community, while growing his business and bringing his more than a decade of fiduciary planning experience to bear.
Bo spends most of his free time with his family, watching his kids on the soccer pitch, in the dojo, and in cheer competitions. He also has dreams of one day not embarrassing himself on the golf course.
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