My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Education

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

Professional associations

  • Actively involved with the Salem Chamber

Previous experience

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

- Chairman of Catholic Community Services

- Member of Community Business and Education Leaders (CBEL)

-Salem Chamber of Commerce

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.

My photos

1 albums
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