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If you are a Tier One/Two Public Employee, this workshop is designed just for you!
Join us for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.
I give each client the time and attention they deserve because I know everyone has different needs. To me, continuously pursuing excellence means helping my clients stay on track to reach their goals no matter what life brings. As a full service financial advisor, I can help you with retirement planning, college savings, life insurance and long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.
My licenses include Series 7, Series 66 and insurance. Before becoming a financial advisor I served in the Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy exploring coastal lighthouses.
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