Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning

Community participation

June 2020 - National Day of Service - "Drive By Drop Off" - #1 Volunteer
June 2020 - National Day of Service - "Drive By Drop Off" - #1 Volunteer

Due to the COVID-19, the demand on our local food banks & resources has increased greatly. So, our office decided to volunteer & support Food for Lane County for our annual National Day of Service. We kept our distance, wore our masks & kept each other safe.

Instead of the donation barrel for all of June, we set up a one time “Drive By Drop Off” giving our clients the opportunity to help out their community. We collected 274-lbs of food. This equates to approximately 216 meals. We were humbled & very grateful for the great turn out in such a short time frame - this was our largest turn out to date.

Thank you for helping our community!