I've been working as a financial advisor for 17 years, and what I've learned in that time is that this business is really about relationships. I am highly engaged with my clients both on a business and a personal level. I pride myself on listening attentively, and I am an excellent communicator. My genuine care and concern for clients can be seen by all, and is what sets me apart as a financial advisor.
What I love most about this work is taking the complex world of investing and breaking it down in a way that actually makes sense to my clients. I believe everyone deserves to understand their financial decisions, not just trust someone else to make them. When clients can see clearly why we're recommending a particular strategy or how their investments align with their goals, they feel empowered to move forward with confidence.
I know that everyone's circumstances are unique, which is why I take the time to really understand each client's specific needs, concerns, and objectives before customizing any advice. Whether we're meeting by phone, video, or in person at my Grants Pass or Medford offices, my focus is always on listening carefully and communicating in a way that serves you best.
My amazing wife Amber and I have been married for 23 years, and we're navigating some exciting changes with our two kids. Our daughter, Bella, recently headed off to college at the University of Hawaii—quite an adventure!—and our son is a high school sophomore who's just beginning to drive. It's incredible how quickly these milestones arrive.
When I'm not working, you'll likely find me outdoors with family and friends. I love golfing, hunting, camping, and really just soaking up every bit of nature I can. There's something about being outside that puts everything in perspective and reminds me what's truly important in life.
I try to approach every relationship—whether with clients, family, or friends—with kindness and compassion. I believe that genuine care and concern for others is what really sets apart any professional relationship, and it's certainly what drives me to do my best work for the families I serve.