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

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education


  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed
  • CA Insurance License #0M14039


  • B.S. Organizational Communications and Public Relations, University of Portland

Awards & recognition

  • Bridgetown Legacy Advisors, Ameriprise Client Experience Award, 2023

Community participation

Having had a successful track and field career in high school and college at University of Portland, I now enjoy offering my support as the Head Coach over the Track and Field and Cross Country Teams at St. Clare School. The more I give to others, the more joy I seem to get back and I am often reminded of the motto I was taught at the University of Portland: "Teaching, Faith and Service".

I know we can all do more to help others and my goal is to always keep this priority in focus where it belongs. It is my belief that the service we provide to others is what matters far more than any material possession.

  • St. Clare - Track and Field & Cross Country
  • University of Portland
  • Oregon Food Bank
  • OHA Pioneer Chapter
  • United States Mission
  • Unbound


Outside of the office, I am blessed to spend time with my wife and son. We are both Oregon natives and feel incredibly thankful to be living in the Pacific Northwest with our family and friends. We enjoy new adventures and exploring all the beauty in nature that surrounds us.

Volunteering to help run the St. Clare Track and Field and Cross-Country teams has truly been a blessing. This experience has brought me great joy and allowed me to meet new friends and families, as well as connect with past U.P. friends and teammates.