Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S. Business, Economics Minor - Oregon State University - Corvallis, Oregon

Interests

- Taking my family wherever will make my girls smile; parks, hikes, sports, or maybe a swim!

- I am a few years into learning golf and try to get out to improve my functionality on the course.

- Chatting with anyone whose interested in helping make Salem a better community.

- Lately I’ve been enjoying learning about the art of story telling in the history of bourbon.

Community participation

- Chairman of Catholic Community Services

- Member of Community Business and Education Leaders (CBEL)

Previous experience

  • JHS Capital Advisors, 3
  • Transamerica, 5
  • LaSalle Business Credit - Portfolio Analyst, 2