After gaining a strong understanding of your goals and dreams, I will work with you to identify financial options as part of a plan structured to continually build toward achieving your success.
I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.
I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.
Branch: NW 27th & Vaughn, Burlingame, Hillsdale, Stadium, 160th & Mill Plain, Andresen, Burton, Salmon Creek, Hazel Dell, Orchards
Toll-Free: 1.800.527.3932, ext. 6859
Email: [email protected]
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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.
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