Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 63 Series 65 Life/Health

Interests

My favorite thing to do is spend time with my family in Leavenworth Washington. Christmas in Leavenworth is spectacular with the snow, mountains, and cheerful people making it an amazing experience.

I love the outdoors, and living in the Pacific Northwest provides some great opportunities to get out and explore. My wife and I enjoy going on long day hikes, snowshoeing, and camping with our friends.

I have been riding motorcycles since I was a kid, and Oregon has plenty of nice country roads to get out and ride. Some of my favorite places to ride are down Highway 101, Eastern Oregon, and the roads out to Detroit Lake.

Community participation

I volunteer monthly at Operation Nightwatch to help families in our community. I became involved with this organization because I believe there is no end to the reasons people become homeless, and sometimes people just need a helping hand.

I am on the board of directors of Kawangware Kids, a nonprofit organization helping kids to a better future. I became involved with this organization because I believe all children should have access to meaningful education.

Previous experience

  • Financial Advisor, Phillips and Company, 2003 to 2009