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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • "Series 7" General Securities Representative Examination
  • "Series 63" Uniform Securities Agent State Law Examination
  • "Series 66" Uniform Combined State Law Examination
  • Oregon Life & Health Insurance

Interests

Investment Management

Outdoor activities such as hiking, biking, fishing, and tennis

Spending time with family and friends

Traveling and meeting new people

Good food, whether that be my own cooking and grilling, or finding a new restaurant to experience

Golf

Previous experience

  • Investment Advisor at Phillips and Company Wealth Strategies, 10 years