Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Personal Interests

  • ATVs
  • Archery
  • Hunting
  • Fishing
  • Woodworking

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 09:00AM - 04:30PM
Tuesday 09:00AM - 04:30PM
Wednesday 09:00AM - 04:30PM
Thursday 09:00AM - 04:30PM
Friday 09:00AM - 01:30PM
Saturday Closed
Sunday Closed


(877) 342-6623

Branch Team

  • Jillian Van Ness
    Sr. Branch Office Administrator
  • Lauren Ekstrom
    Sr. Branch Office Administrator

Office Address

1891 Avalon Street Ste C
Klamath Falls, OR 97603
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