As a Financial Advisor my goal is to help you build wealth with a purpose. I strive to assist in helping you realize goals that support yourself, your loved ones and your dreams. My purpose is to craft holistic financial plans that create a foundation for your lifetime. I focus on pre-retirement and retirement planning for those who want to excel financially. My CRPC designation allows for me to provide my clients with financial planning related to Wealth Management, Social Security, Estate Planning, Tax Strategies, and Medicare.
I am a native Oregonian that loves the Pacific Northwest and all the rain that comes with it. When I’m not working in finance, I love to spend time working on cars, home renovations, and with my loved ones. My family is extremely important to me and is what drives me to work relentlessly for my clients.
I look forward to developing a lasting and successful relationship together!