My goal, alongside my team, is to inspire others to dream courageously, and to live with love and purpose. Our goal is to help provide peace of mind by helping our clients understand what is possible. Our clients feel great knowing that the financial decisions they are making are helping them get what they want most out of life. We take a consultative approach to understand what is important to our clients deep in their hearts. We then link what they feel is most important to their retirement planning, estate planning, business, planning, investment planning, and insurance planning; on a comprehensive basis to assure all areas of their plan have a cause-effect relationship.

I’m passionate about helping individuals who are historically underserved and providing them with the highest quality of care. Some of the people I work closely include, but are not limited to:

• Big Tech
• Female Breadwinners
• Empty Nesters
  
  

We find that most others in the financial service industry have spent little, or no time understanding how to plan and solve for the challenges during the latter part of life. Many people are retiring without pensions. Markets are as volatile as ever. People are living longer, but commonly have health issues on the backend of life. Tax and distribution challenges are common. There are questions around social security. This creates a significant amount of complexity in planning for the second half of life.                  

Our distinct advantage is understanding how to solve these problems.

The MassMutual Oregon team defines success by knowing that our clients have achieved financial freedom. We develop a customized strategy in a thoughtful and strategic way from wherever you are to age 100+ that can help you plan for 2 things.

1. You never, ever need to worry about having enough money.
2. You know that the money left over will go to who you want, when you want, and how you want.

“I want to leave my kids enough to do whatever they would like to do, but not enough to do nothing.”

~Warren Buffet