My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

  • Enjoying time with my wife and our new baby boy
  • Volunteering with the Eugene Symphony, United Way and the Ancient Free and Accepted Masons
  • Riding motorcycles and restoring classic cars
  • Helping Shriners treat children at their hospitals

Community Participation

I stay very active in my community.

I am a Member of the Board of Directors at the Eugene Symphony Association & United Way Lane County. I am also a member of the Emerging Leaders Group at United Way and active in the Springfield Lions Club.

I am also active in Free Masonry in Oregon. I am currently the Grand Orator for the Grand Lodge of Oregon and I am also the Potentate's Representative in the Shriners in the Eugene/Springfield area and am also active in Scottish Rite Masonry.

9
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Charitable Giving
  • Business Retirement Plans

Awards & Recognition

  • 20 Under 40 Rising Business Stars , 2017

Education

  • BS Business Management, Oregon State University, 2002

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