Advisor profile


What you can expect when you work with me

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.

Get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life and Health Insurance Producers License

Education

  • Bachelor of Science, Kinesiology, Oregon State University, Corvallis, Oregon

Community participation

Interests

I've been married to my wife Makenzie since 2017, and we were both born and raised in Oregon. We love the opportunity we have in our home state to be active in the mountains, the coast, and the desert. Our son Finley was born in May of 2022 and has kept us on our toes ever since! With our free time, we enjoy traveling, mountain biking, trying new restaurants, and spending time with our friends and family.