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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Family Finances
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7&66 License: AK,AL,AZ,CA,CO,FL,ID,MI,MO,MT,NC, NV,OH,OK,TX, TN, UT,VA,WA
  • Life, Variable insurance licensed in: AZ, OR, TX, MO, MI, NC

Awards & recognition

  • Five Star Wealth Manager, 2024

Community participation

  • Young Adults Ministry, Salem Alliance
  • Marion Polk Food Share
  • Night To Shine, Tim Tebow Foundation
  • Sponsor of Youth With A Mission (YWAM)

Interests

  • Spending time with Family and Friends
  • Traveling
  • Snowboarding
  • Attending Sporting Events (Go Beavers!)
  • Fishing and Camping