Areas of focus

• Retirement Income Strategies
• Retirement Planning Strategies
• Investments
• Saving for Education
• Intergenerational Planning

Interests

• Spending time with family
• Traveling
• Golfing
• Reading
• Coaching my son's sports teams
• Young Life
• Outdoor projects on my property

Community participation

• Rotary International
• Young Life
• Salem Executives Association
• Keizer Chamber of Commerce
• Sponsor of Lemonade Day
• Sponsor of American Cancer Society
• Sponsor of Keizer Young Life
• Sponsor of Salem Leadership Foundation
• Sponsor of Greater Salem Young Life
• Sponsor of Boys & Girls Club
• Sponsor of Ike Box
• Sponsor of West Salem Little League
• Sponsor of Salvation Army
• Sponsor of St. Jude Children's Research Hospital
• Sponsor of Juvenile Justice Ministries
• Sponsor of Union Gospel Mission

Awards & recognition

• Forbes Top Next-Generation Wealth Advisors, 2017
• Forbes Best-in-State Wealth Advisors, 2018-2019
• Forbes Best-In-State Next Generation Wealth Advisors, 2018-2019

Education

• Bachelor of Science in Business from Western Oregon University

Professional associations

• West Salem Rotary
• Salem Executives Association