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
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

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More