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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • MBA

Education

  • Iowa State University, BS - Business Administration
  • University of Phoenix, MBA

Awards & recognition

  • Five Star Wealth Manager, 2013

Community participation

Oregon Food Bank

Habiat for Humanity

Interests

  • I have two young children ages 9 and 8
  • I enjoy spending time at the Oregon coast
  • I've completed two full marathon races and four half marathons in the last few years
  • I enjoy playing tennis and golf and following football and hockey