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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Family Finances
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies

Qualifications

  • AIF® Accredited Investment Fiduciary®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Series 24
  • Life / Health Insurance

Previous experience

  • LPL Financial LLC,, 2012-2020
  • Edward Jones Investments, 2008-2012
  • Uni-State Funding, 2002-2008

Interests

When I’m not in the office you will often find me enjoying time with my wife (Amber) and two children (Isabella and Jaxon). I love taking advantage of the amazing hiking, hunting, fishing, golfing, and generally just enjoying outdoor life in Southern Oregon.