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

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • First and foremost making great memories with my family.
  • Military History.
  • Aviation.
  • Prestidigitation.
  • My two dogs and two cats.

Community participation

  • Parent Volunteer with the Boy Scouts of America.

Professional associations

  • Veterans of Foreign Wars
  • The American Legion

Previous experience

  • U.S. Army & Oregon National Guard /Aviation, Chief Warrant Officer (Helicopter Pilot), 7/2001 - 10/2015

My photos

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