

Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Inheritance Guidance
- Navigating Loss of Spouse
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Inheritance Guidance
- Navigating Loss of Spouse
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Camping
- Cooking
- Traveling
- Fishing
- Skiing
Team Members
Kim DavidBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(541) 672-1222Fax
(855) 379-0260Office Address
2030 N W Newcastle StRoseburg, OR 97471opens in a new window
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