As a financial advisor in Hillsboro, Oregon, there’s nothing I love more than empowering my clients to put their hard-earned money to work so they can get out and enjoy what matters most.

My passion for financial service began while taking a personal finance course at Oregon State University, and in the nearly 20 years since graduation, my branch team and I have developed a process to ensure a superior client experience and deliver consistent, proven results. We don't deviate from what works for the patient long-term investor and are constantly working to gain market knowledge and experience. As a result, I have earned the AAMS® and CFP® professional designations.

With our branch team serving clients at large corporations, public employees, as well as small and medium-sized business owners, our average client has over $500,000 in investable assets. For our investors, helping them be proactive with their wealth, doing the research on companies with solid fundamentals to invest in, and keeping long-term goals at the forefront of our strategy are just some of the services we can provide. For me, all that hard work pays off when I’m able to count my long-term clients among my friends.

Our office serves clients in Oregon and 24 other states. Providing the same high level of customer care to our clients across the nation is our senior branch office administrator, Melinda. We’ve been a team for nearly 10 years now, and she does a fantastic job of answering client questions, handling all of our administrative tasks and scheduling appointments.

My spouse, Andrea, and I have two sons, Owen and Ian. Together, we love tackling projects on our property, including permaculture gardening, fruit trees and chickens, and also enjoy the great outdoors. I'm also a proud member of the Hillsboro Optimist club and in years past, I've volunteered my time supporting the youth of our community.