I look at the big picture and work with you to design a plan that is an appropriate fit.
As a goal-oriented financial planner, with over two decades 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 to leverage quality investment strategy, research and technology.
I currently hold the Investment Management Consultant title 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 live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.