My profile

What You can expect when working with me

I help clients design the blueprint to building their financial future. By working together with you, we figure out your financial goals and create a plan of attack. Our personalized planning, tax considerations, and financial education are designed to help you feel more prepared as you plan for your financial future.

2
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
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • Bachelor of Science, Finance, University of Montana, Missoula, MT

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

North Clackamas Chamber of Commerce

Interests

When Phil isn't in the office, he loves hiking around the Mount Hood national forest as well as Mount Jefferson. Whether it be a day hike or an overnight backpacking trip. He also enjoys hitting the golf course with his friends and his dad. While he isn't going to be on the PGA tour anytime soon, it is one of his favorite ways to spend a weekend. Another perk about living in Oregon is being near Phil's favorite place, the Oregon coast. He loves playing spike ball and walking down the beach and maybe even jumping in the water occasionally. His favorite vacations spot is either in Maui with his family, or going back to Montana to visit friends.

My photos

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