Conveniently located across from Clackamas Community College in the Winco parking lot. Our location and staff have been voted best Financial Institution in Oregon City two years running.
- Open an account
- Apply for a loan
- Meet with a Mortgage Loan Officer (by appointment)
- Make ATM deposits
- Use our coin machine
- 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
Thanks to Our Community
I help buyers prepare for the worst-case scenario. Being prepared and proactive can save you a lot of anxiety.
The thing I enjoy most about my work is being able to help a first-time buyer become a new homeowner. It’s important to me that you feel confident in your decisions because this is your loan and your future home. I’m not here to sell you on something, I’m here to educate you about your options and facilitate a solution that meets your needs. One of the best pieces of advice I can give is to get yourself into a position where you can lock in your rate right away. This helps ensure that a change in the market will not derail your purchase.
As an honorably discharged member of the U.S. Army, I take pride in a job well done. My wife and I enjoy volunteering at Oregon City High School and spending time with our two daughters. My other hobbies include golf, guitar and cheering for the Ducks.
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.
Let’s work as a team and figure this out together.
Helping local businesses and organizations develop growth strategies is my favorite part of my work. I enjoy getting to know business owners personally and building long-term relationships with them. I’m here to help you navigate any obstacles and keep your business moving forward. With more than 10 years of banking experience, I specialize in real estate loans, operating and working lines of credit and equipment lending.
I’m involved in the local Filipino community and the Asian Pacific American Chamber of Commerce. While I’ve lived in other places like Virginia, Hawaii and the Philippines, Oregon is the place I truly consider home. My family and I enjoy running, camping and exploring the beautiful Pacific Northwest.