My Approach

I care about what’s important to you

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.

Interests

When I’m not in the office, I’m usually with my wife and my three daughters. If you’re an early riser, you can find me at the gym training for an upcoming obstacle race.

Community Participation

Chairman of Catholic Community Services

12
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 7 reviews 100.0

Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance

Education

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

Previous Experience

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

Files for Download

My Videos(4 videos)

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