I am committed to preparing you for the certainty of uncertainty. I can help you navigate the impacts of financial decisions, so they align with your core values. Together, we can chart a course to ensure you meet your investment goals throughout the most critical stages of life. Part of my focus areas include helping clients create strategic income plans for retirement from the public and private sector along with charitable giving strategies for a meaningful legacy.

Since starting my career in financial services in 2004, I am continually expanding my education. I currently hold the designations of Retirement Income Certified Professional® (RICP®) and Certified Divorce Financial Analyst® or (CDFA®) professional. Further, I have achieved an Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6, 7, 63, and 66 and an Oregon Resident Life and Health Insurance License.

My wife and I enjoy exploring the endless outdoor activities the Pacific Northwest offers, including camping, cycling, and running.

The mark of RICP® is 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.