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
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

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

1 albums
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