Products and Services offered

I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning. I've been working in the investment Services industry since 2004. I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License. I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing and running. The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

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:
Retirement Income Certified Professional® (ricp®), Investment Management Consultant, Raymond James Institute Of Investment Management Consultancy Iimc, Securities Licenses Series 6, Securities Licenses Series 7, Securities Licenses Series 63, Securities Licenses Series 66, Oregon Resident Life And Health Insurance License