Advisor profile

What you can expect when you work with me

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.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Tax Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Social Security Retirement Benefits
  • Intergenerational Planning

Education

  • BS Business Management, Oregon State University, 2002

Awards & recognition

  • Falcon Ridge Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024-2025
  • Eugene Area Chamber of Commerce and Mercedes-Benz of Eugene 20 under 40 Rising Business Stars , 2017

Community participation

I stay very active in my community.

I am a Member of the Board of Directors at the Eugene Symphony Association. I also serve on the Finance committee of the Lane Community College Foundation.

Free Masonry and Shriners are a big part of my social circles.

Formerly I have been on the Boards for the Shriners Hospital for Children - Portland and United Way Lane County.

Interests

  • Enjoying time with my wife and our two active children
  • Volunteering with the Shriners Hospital for Children - Portland, Eugene Symphony and the Ancient Free and Accepted Masons (Freemasons, Shriners, Scottish Rite Masons)
  • Riding motorcycles and restoring classic cars

My photos

3 albums
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