Products and Services offered

As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child's education to when and how to retire. OnPoint's not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage best in class investment strategy, research and technology. I currently hold the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License. I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.

Business Hours:
M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed

Categories:
Financial Services,Investment advisory service

Products:
Socially Responsible Investing (sri), Environmental, Social, And Governance Investing (esg), 401(k), 403(b), Traditional Ira Or Roth Ira., Stocks, Bonds, Mutual Funds, Long-term Care Insurance, Annuities, College & Education Savings Plans.

Services:
Investment Management, Cash Management, Risk Management, Financial Planning, Estate & Charitable Foundation Planning, Public Employee Retirement System (pers) Planning, Social Security Planning, Comprehensive Retirement Planning

Specialties:
Investment Management Consultant Via Raymond James Institute Of Investment Management Consulting, Securities Licenses Series 7, Securities Licenses Series 63, Securities Licenses Series 65, Securities Licenses Series 66, Oregon Resident Life And Health Insurance License