Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Insurance
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Life, Variable insurance licensed in: OR,AZ
  • Series 7
  • Series 66

Education

  • Bachelors Degree in Human Communications. Southern Oregon University Ashland, Oregon.

Interests

I love to Surf, fish, snow ski, play Frisbee golf, tent camping, road bike, hiking and spending time with my family and friends.

Community participation

  • 2020 Almeda Fire Community Volunteer
  • 2017 Coach of the Blue Bells softball team
  • My wife Aja and I love to volunteer at the Outdoor Discovery Program. One example was teaching 12 children how to build rockets from scratch over a 4 week period until launch day.
  • 2016 Manager of the OSU Beaver Rookies softball team 6-9 year old