5885 Meadows Rd Suite 850
Lake Oswego, OR 97035
Preparing for the next step in life isn’t always easy. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
University of Oregon
- Insurance Strategies
- Business Owners
- Risk Management Strategies
- College Funding Strategies