I want to live in a community where families and businesses have resources to help unpack their financial puzzle. That is why I am committed to educating and informing my clients so that they have a comfort and confidence about their future.

We use an established process to discover and memorialize what is important to you. We then craft a customized strategy to achieve your goals. Through an on-going partnership, we help to keep you on track, inform you of what is happening in the markets and make adjustments along the way.

To that end, I invite you to engage in our "My Priorities" Quiz – a 3-minute discovery exercise to order and rank your financial priorities.

I have the pleasure of working with 20-plus year Edward Jones veteran Gina Brochard, our Branch Office Administrator. Gina's heart and tenacity for details never cease to impress me. Please do not hesitate to contact our branch with any questions or to schedule an appointment.

By way of background, I was born and raised in Boulder, Colorado. Sports has long been a passion of mine, indeed driving my initial career journey. After finishing college at Ohio University, where I pursued a double degree in sports broadcasting and sports business, I came to Oregon to work in Minor League Baseball. I began my career in sports broadcasting as the Voice of the Salem-Keizer Volcanoes, affiliate of the San Francisco Giants. I also pioneered a Game of the Week high school football and basketball broadcast in the Salem area.

My Corvallis connection was beginning work for the Oregon State Athletics, where I served as an account executive for season ticket sales and donations for all major sports. This connected me to the local community through fans, family and businesses, and it became clear this is where I wanted to start my family.

I met my wife, Shannon, at this time. She is a schoolteacher at Mt. View Elementary, currently teaching third grade. Our son, Noah, is the joy of our life and keeps us busy as parents. We enjoy spending time in community and faith through our local church, Northwest Hills. We also love exploring the outdoors hiking local trails or weekend trips to the Oregon Coast.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors
  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Personal Fitness
  • Sports Enthusiast
  • Cooking
  • Record Collecting
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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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

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