Meet Michael
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!
13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.
Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947
Advisors are registered to conduct securities business in:
- Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
- Julian Gottshall - CO, FL, MN, OR
- John Griffith - AZ, CA, NV, NJ, OR, TX, WA
- Michael Tomscha - OR, TX, WA
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