My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

Interests

  • Helping my clients
  • Snowboarding, biking, hiking and all outdoor activities.
  • Spending time with my wife and children
  • Teaching 3rd degree Taekwondo with my daughter to kids and adults in the community for over 10 years.

Community Participation

Proud sponsor of:

  • The annual Young Life Gold Tournament
  • Late Night Taste of Corvallis Event

Experience

? 17 ? 91 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • Financial Advisor Series 7, Series 63 and Series 66 licenses
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My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X