Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Business Retirement Plans
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS - Business Administration; Finance Emphasis; University of Oregon Lundquist College of Business

Interests

My wife and I grew up here in the Pacific Northwest and have developed interests in a variety of different areas. Eugene is a great location since it allows us to travel to the coast, enjoy the bigger city of Portland, and get to go to Bend for summer and winter fun. Family time is an important pillar of our lives and we spend quality time with our loved ones.

  • We enjoy hiking around various places within Oregon and Idaho
  • We love to travel with friends and family
  • We have an affinity for cooking and preparing fun and unique meals
  • We are fans of Oregon athletics and attend football and men's & women's basketball games

Community participation

Due to the COVID-19, the demand on our local food banks & resources has increased greatly. So, our office decided to volunteer& support Food for Lane County for our annual National Day of Service. We kept our distance, wore our masks & kept each other safe.

Instead of the donation barrel for all of June, we set up a one time “Drive By Drop Off” giving our clients the opportunity to help out their community. We collected 274-lbs of food. This equates to approximately216 meals. We were humbled & very grateful for the great turn out in such a short time frame - this was our largest turn out to date.

Thank you for helping our community!

Professional associations

  • Eugene Active 20-30

Previous experience

  • Financial Advisor - Morgan Stanley, 2017 - 2019

My photos

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