

Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Sustainable Investing
- Intergenerational Planning
- LGBTQ+ Finances
- New Investors
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Sustainable Investing
- Intergenerational Planning
- LGBTQ+ Finances
- New Investors
Financial Advisor Certifications
CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Animal Rescue
- Health & Nutrition
- Outdoor Enthusiast
- Music
- Cooking
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 07:30AM - 04:30PM |
| Tue | 07:30AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 07:30AM - 04:30PM |
| Fri | 07:30AM - 04:30PM |
| Sat | Closed |
| Sun | Closed |
Phone
(541) 549-1866Fax
(844) 852-6141Office Address
304 W Adams Ave #1421Sisters, OR 97759opens in a new window
Mailing address
P O Box 1213Sisters, OR 97759
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