As a goal-oriented financial planner, with over 30 years of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning.  My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire.

OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to leverage quality investment strategy, research and technology. 

I currently hold the Chartered Financial Consultant® (ChFC) designation, the Investment Management Consultant designation through Raymond James Institute of Investment Management Consulting, and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License.

I’ve lived in West Linn over the past 8 years and spend my free time enjoying the Pacific Northwest with my wife and young son.

The mark of ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program