What is it that keeps you from falling asleep at night? Is it not knowing if you've invested enough for retirement? Or how you'll pay for college for your children or grandchildren? Do you worry what will happen to your family if you or your spouse passes too soon?

I've been there myself. Concerned about providing for my wife and three kiddos, while also wanting to live a life filled with excitement and adventure.

That's why here in our Sandy, OR office, we want to know what's important to you. We'll partner with you through your lifetime to help you achieve your long-term goals. Our Five Step process helps ensure that you get on track and stay on track to achieve those goals.

Set a complimentary appointment today and let us get to work for you.

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Chess
  • Real Estate

Office Information

Office Address

38750 Proctor Blvd Sandy, OR 97055

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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