My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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 Golf 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

  • CRPC®  Chartered Retirement Planning CounselorSM
  • CLTC  Certified Long Term Care
View Definitions

My Photos(3 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.

View All Albums

My Videos(1 videos) X