My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

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.

8
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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