My wife, Jessica, and I have called beautiful Southern Oregon home throughout our 28-year marriage, and we've been blessed to raise our five children in this incredible part of the country. Our oldest is 25 and our youngest is 11, with two still living at home and keeping us on our toes. This year has been especially sweet—we became grandparents twice over, and we have another daughter-in-law joining the family next year. Watching our family grow and seeing our children build their own lives has been one of life's greatest privileges.
When I'm not in the office, you'll find our family outdoors as much as possible. We love hiking the trails around here, and I enjoy hunting and fishing when I can steal away for some quiet time in nature. Our boat sees plenty of action during lake season—there's nothing quite like spending a day on the water with the people you love most.
I've been working as a financial advisor for just over 20 years, and what drives me every day is the opportunity to bring real peace of mind to the families I serve. I've learned that the technical side of financial planning—the investments, insurance strategies, and retirement calculations—only works when it's built on a foundation of truly understanding what matters most to each client. Every family has their own dreams, concerns, and values, and my job is to listen carefully and design a plan that reflects those unique priorities.
Over the years, I've had the privilege of helping clients through every type of financial decision, from building their first investment portfolio to navigating complex business transitions. I hold my Series 7, 6, 66, and 63 licenses, along with Life and Health Insurance credentials, which allow me to work with everything from individual stocks and bonds to comprehensive retirement plans and business solutions like 401(k) management.
What I've discovered is that good financial planning isn't really about the products or the performance numbers—it's about helping people sleep better at night knowing they're prepared for whatever life brings their way.