Meet Christian
Whether I’m teaching a friend how to fly fish or helping a client navigate complex financial decisions, I’ve always been driven by a passion for guiding others. As a wealth advisor, the most rewarding aspects of my work are building meaningful relationships, understanding each client’s unique goals and helping them make confident, informed decisions that move them forward.
I focus on delivering personalized comprehensive wealth strategies that integrate investment management, tax awareness and long-term planning. I’m committed to simplifying complexity — leveraging thoughtful planning and modern tools — to help clients stay aligned with their goals while adapting to changing markets.
I earned a B.A. in finance and marketing from the University of Oregon and hold FINRA Series 7 and Series 66 licenses as well as a State of Oregon insurance license. My career has taken me through Smith Barney and Morgan Stanley, followed by a decade at Charles Schwab where I built a strong foundation in client service, portfolio management and financial planning. In 2020, I joined OCCU Wealth Management, where we continue to partner with Charles Schwab to deliver comprehensive, technology-enabled financial solutions to our clients.
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 Wealth Management, 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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