Relationships matter! Getting to know my clients and helping them achieve their dreams is what inspires me to serve them well. I am a visionary and a communicator, and I function best when these two come together in meaningful conversations. Crafting a strategy for my clients with real-time information, ingenuity and considered thought, is what I aspire to with each person. My greatest pleasure is witnessing my clients walk away with a heightened understanding of a financial concept and how it can enhance and strengthen their portfolio and more importantly, their future.

I grew up in New York and moved to Arizona with my family during Junior High. I think fast, have that New York flare for being too loud for my wife, and I love people. I married my bride and we've been together nearly 40 years. We've helped to populate the earth as we have four daughters and now a slew of grandchildren. We number 23 when all together. This is what makes my heart beat a little faster and what motivates me to show up at the office every day, ready to engage. We welcome you and look forward to working together in the future.

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Community Outreach
  • News & Media
  • Reading

Office Information

Office Address

950 N Phoenix Rd C 102 Medford, OR 97504

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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