My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Financial Planning for 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