

Focus Areas
- Portfolio Reviews
- Retirement Income Strategies
- Business Retirement Plans
- Retirement Savings Strategies
Focus Areas
- Portfolio Reviews
- Retirement Income Strategies
- Business Retirement Plans
- Retirement Savings Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Outdoor Enthusiast
- Gardening
- Woodworking
- Home Improvement
- Pickleball
Team Members
Megan BurnerSr. Branch Office Administrator
Megan RiceSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(541) 926-3133Fax
(855) 464-7188Office Address
234 Ellsworth St SWAlbany, OR 97321opens in a new window
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