My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.


  • 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.

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


  • BS Business Management, Oregon State University, 2002

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