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’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.
