Advisor profile

Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Small Business
  • Family Finances
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments
  • Social Security Retirement Benefits

Education

  • Master of Business Administration (MBA), Boise State University, Boise, Idaho
  • Bachelor of Science, Management, Brigham Young University, Provo, Utah

Interests

  • Time with family
  • Youth & high school basketball, baseball, football
  • Supporting our troops
  • Staying informed about global economic and geopolitical events
  • Writing
  • Learning about (and from) remarkable people
  • Serving in church
  • Exploring the Northwest
  • Portland Trail Blazers
  • Oregon Ducks