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

  • Enjoying time with my wife and our new baby boy
  • Volunteering with the Eugene Symphony, United Way and the Ancient Free and Accepted Masons
  • Riding motorcycles and restoring classic cars
  • Helping Shriners treat children at their hospitals

Community Participation

I stay very active in my community.

I am a Member of the Board of Directors at the Eugene Symphony Association & United Way Lane County. I am also a member of the Emerging Leaders Group at United Way and active in the Springfield Lions Club.

In 2015 I am the Worshipful Master of the Eugene Masonic Lodge #11, the Potentate's Representative in the Shriners in the Eugene/Springfield area and also active in Scottish Rite Masonry.

Experience

? 7

Areas of Focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Charitable Giving
  • Business Retirement Plans