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.
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.