Meet Michael
As a wealth advisor, my goal is to help you build wealth with a purpose. I’m your partner in helping you realize goals that support you, your loved ones and your dreams. My purpose is to craft holistic financial plans that create a foundation for your life goals. I focus on pre-retirement and retirement planning for those who want to excel financially. My CRPC designation provides clients with financial planning, tax planning, estate planning, investment management, insurance, Medicare, Social Security and more.
I am a native Oregonian who loves the Pacific Northwest. My family is extremely important to me and is what drives me to work relentlessly for my clients. I love spending time with my wife, Meghan, and my son, Mackie. I enjoy doing house projects, working on our property and playing basketball.
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 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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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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