Meet John
I come to OCCU from Ameriprise Financial where I have been a Financial Advisor for four years and part of a $350 million practice with 7 advisors. During that time, I was not only responsible for working with 400 households but acted as the expert for investment portfolio construction, and insurance and annuities sales. I received a B.S. in Economics from Oregon State University and hold the Chartered Retirement Planning Counselor designation.
My wife, Leigh, owns and operates a successful gift company. I am a proud parent to daughter Aleia who is an HR manager for a large marketing company in Portland, daughter Brianna a sophomore in Ashland at Southern Oregon University, son Sean in middle school and daughter Kayleigh in elementary, and an American Eskimo named Bella who has her own Instagram page (managed by Sean!). When not at work, I enjoy camping, fishing, hiking, water and snow skiing, and large parties with lots of friends.
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).
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