Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
13
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

  • 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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