Vancouver, WA 98661 Get directions
Our branch is located inside the Safeway off of 63rd Street and offers plenty of parking in the Safeway lot. We offer a full range of services and enjoy a close relationship with our local members.
- Open an account
- Apply for a loan
- Make ATM deposits
- Notary Services
About This Location
Schedule a Branch Appointment
- New Year’s Day — January 1, 2022
- Martin Luther King Jr. Day — January 17, 2022
- Presidents' Day — February 21, 2022
- Memorial Day — May 30, 2022
- Juneteenth (observed) — June 20, 2022
- Independence Day — July 4, 2022
- Labor Day — September 5, 2022
- Indigenous Peoples’ Day — October 10, 2022
- Veterans Day — November 11, 2022
- Thanksgiving Day — November 24, 2022
- Christmas Day (observed) — December 26, 2022
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About Our Team
Favorite Lunch Spot
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Knowledge is power. The more you know about the home buying process, the easier it will be for you.
I have more than 20 years of mortgage experience and was previously licensed as a financial advisor. In addition to having extensive knowledge of the various mortgage options, I can assist with budgeting, credit restoration, and long term goal setting. Throughout the entire process, I’ll ensure you have all the information you need to make sound decisions.
I have three grown daughters, and I enjoy spending my free time traveling, dancing, and spending time with family and friends. I love anything to do with the water. While teaching as an adjunct professor in the Portland State University business school, I realized that a lot of young people don’t have basic budgeting skills, so I began a blog to help them take control of their finances.
I focus on understanding your goals, your challenges and your dreams to help develop a plan specific to you.
As a financial planner, I embrace a holistic approach that encompasses your financial circumstances. We will base our relationship on a strong foundation of honesty, character, integrity, and sound judgment—traits that define my approach to life and my commitment to you.
In the discovery process, I will focus on understanding your goals, your challenges and your dreams. While developing a comprehensive financial plan, we will work collaboratively to enhance your understanding of the planning process and develop a goals-based plan specific to you. Ongoing education, contact, and interaction provides opportunities to explore additional strategies and evolve your plan as needed.
I live in Camas, WA, with my wife and two sons. To relax, I enjoy art, reading, gardening, fishing, renovation projects, tending to our land, traveling, supporting our children’s academic and athletic endeavors, volunteering for the community and schools and enjoying the Pacific Northwest.
I am a 24 year veteran of the financial services industry and hold securities licenses Series 6, 7, 24, 26, 63, and 66.
My specialty is helping real estate owners and businesses grow their assets through commercial lending.
As a real estate investor and former business owner/operator, I’m personally familiar with the lending needs of real estate investors and business owners. My commercial lending experience runs the gamut from loans for office buildings, mixed-use properties, apartment complexes and mini-storages to industrial and owner-occupied properties. I look forward to learning about your business and building a long-term relationship with you.
Growing up on a family farm in Montana taught me a strong work ethic and an appreciation for the outdoors. My wife and I enjoy all the activities the Northwest offers, from skiing and snowmobiling to gardening and biking.