My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I 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.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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

My Videos(1 videos)