Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
18
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

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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