Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Family Finances
  • Business Retirement Plans
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS Business Management, Oregon State University, 2002

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.

Awards & recognition

  • 20 Under 40 Rising Business Stars , 2017