Location(s): Albany, Bend, Cottage Grove, Eugene, Roseburg
Areas of Expertise: My investment approach with members evaluates current and future needs. We not only need to talk about the appropriate investment options, but also how to protect against the unexpected.
During my 14 years in financial investment services, I’ve prided myself on working with and educating members to promote a truly enjoyable relationship. I strive to provide a comfortable and inclusive environment for our members, always keeping meetings focused on education and moving forward toward accomplishing goals.
I’m a native Oregonian, raised in the lumber town of Springfield. After graduating from Springfield High School, I attended the University of Oregon where I studied public relations and communications. I worked on my Master’s degree in secondary education while living in Portland and working full-time. After teaching in the Springfield School district, I made the move to financial services. I currently reside in Eugene along with my wife and three children.
I welcome our members to visit and discuss their goals, dreams and fears. Together we will create an investment roadmap, never losing sight of the global economy and the need for flexibility.