Have you just moved to the Rogue Valley? Have your career goals recently changed? Are you unsure if your retirement plan will afford you the ability to maintain your standard of living through retirement? I can help you develop and refine investment strategies to help achieve your goals and what is most important to you.

As your financial advisor, I believe that it's paramount to understand what's most important to you, your goals and your dreams, before investing your money. I also believe that I can provide the most appropriate financial strategy when working closely with yourself and your CPA, attorney and other professionals you trust.

I'm a proud veteran and, after graduating from United States Military Academy at West Point, NY, I served as an Officer and Paratrooper in the U.S. Army. I was also born and raised here in Medford and am very active in our local community; I serve as the vice president of the Jacksonville-Applegate Rotary and I'm a member of the Ashland Elks Lodge and the Ashland Chamber of Commerce. In my free time, I love to get outside and backpack, homebrew or, when the weather is just right, fly a powered paraglider.

In our branch, I have the pleasure of working alongside of my branch partner, Michelle Ahlin, who serves as your Branch Office Administrator. An Ashland native, Michelle brings a wealth of experience in providing personalized service while managing our branches administrative activities and a deep understanding of our community. While not at the office, Michelle spends her time with her son and volunteers as the sponsorship chair with the Ashland Little League.

We look forward to helping you reach your financial goals and I'm excited to discover what's most important to you!

Focus areas

  • Military Professionals & Veterans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Aviation
  • Skydiving
  • Backpacking
  • Cooking
  • Hunting

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More