I empower and guide hardworking professionals to proactively take charge of their financial situation. Dedicated and exceptionally loyal, I am passionate in educating people about the importance of being financially secure.

In my free time, I sit on the Community Grants Committee with the local chapter of Rotary in the Portland area that specifically focuses on improving the quality of life of disadvantaged youth.

I am also passionate about ecology, sustainability and conservation of our natural resources. I grew up on a farm, love gardening and even recently built an aquaponics system to illustrate how to efficiently cultivate food while using less resources like synthetic fertilizer and water.

I am happy to live in Hood River with my beautiful wife, Rose, and my Poodle/Blue Heeler puppy, Koda. Together we spend our time hiking, sailing, renovating our house and camping.

Although a lot has changed due to Covid, the importance of authentic, human centered, financial strategies has not. Give me a call today to learn how a financial strategy can help you reach your goals.

Focus areas

  • Socially Conscious Investing
  • Intergenerational Planning
  • Business Retirement Plans
  • Insurance & Annuities
  • LGBT Finances
  • Employee Stock Options

My Personal Interests

  • Camping
  • Gardening
  • Real Estate
  • Snowboarding
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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