Building a successful long-term financial plan requires a holistic approach.
Learn simple strategies to get your financial house in order by the end of the year. It’s a great time to make sure everything is working together.
I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member.
The first step in any sound strategy is getting information on all of your options as it is important for you to make informed financial decisions every step of the way. Together, we will focus on your personalized goals to create a customized plan that will help you achieve a well-rounded and secure financial future for you and your family.
I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon and Washington.
My family and I live in East Clark County, Washington where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
Securities and investment advisors services are:
|Not a bank or credit union deposit, obligation or guarantee.
|May lose value.
|Not FDIC or NCUA/NCUSIF Insured.
|Not insured by any federal government agency.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James ofﬁce for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Any opinions are those of OnPoint and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected.