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

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 52
  • Series 63

Education

  • Bachelor of Science; Business Administration: Finance; Portland State University

Interests

I enjoy spending time with family, which includes my wife Elizabeth and my two boys Ryan and Michael. We enjoy traveling including visiting the national parks and going to Sunriver. The Family and I are huge Blazer fans and we enjoy going to as many games as we can. I enjoy watching my kids play sports. My favorite hobbies are hiking and racquetball.

Community participation

Coaching youth basketball

Coaching youth soccer

Helping sponger high school basketball

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Edward Jones, Milwaukie, OR, 1999 - 2020
  • Stock Broker, Olde Discount Corporation, Milwaukie, OR, 1997 - 1999