Previous to becoming part of the TwinStar Credit Union family, I started my career in the financial industry in 2005 with one of the largest wealth management firms in the financial industry where I obtained my Series 7, 63 and 66 registrations. In addition to these securities registrations, I also earned and hold life, disability and long-term care licenses in Washington and Oregon. In 2014 I moved to a major investment bank where I continued to build a wealth of experience and knowledge. These past experiences have helped me hone my knowledge of retirement planning, income planning, insurance solutions and the multitude of investment choices to what they are today.
Having worked and lived in the greater Clark County area my entire life has allowed me to build a unique connection and trust within the communities of the county. Throughout my life I have watched the area grow and expand to where it is today. As the communities of Southwest Washington and Northwest Oregon continue to grow I am committed to serving them as a local source of financial information.
Outside of my practice as a community based Financial Advisor, my wife and I are kept busy running our teenage son and teenage daughter from sporting event to sporting event. We love to spend time as a family enjoying our rural property with our array of pets in North Clark County, in addition to taking advantage of the outdoor activities available to us here in the Great Northwest.
Please do not hesitate to reach out to me with any of your financial investment or retirement questions.