The client conversations I find most meaningful are the retirement ones. When someone has been contributing to a plan for years, watching their savings accumulate and grow, and the day finally comes when they're ready to stop working and start drawing on what they've built, being part of that full arc is the reason I've stayed in this field.
My background in the retirement plan and investment space covers decades of consulting, designing, implementing, and servicing qualified defined contribution plans through my time at Hagan Hamilton Insurance, Transamerica Retirement Services, Bank of America, US Bank, and MSI Insurance. My focus has always been personalized and hands-on, built on a simple premise: this is the client's money being managed, not mine, and every recommendation should reflect that.
Day to day, I prepare client investment reviews, meet with individual clients to develop and implement personalized investment strategies, and provide full-service support to 401(k) plan sponsors and their participants. Whether a situation is straightforward or genuinely complex, the approach stays the same: stay accountable, keep communicating, and find the right solution for the specific person in front of me.
I'm a native Oregonian and still am. Lisa and I have been together for decades, we have three adult children, a tuxedo cat named Sylvester, and a granddog named Monte. I'm an active baseball fan who still plays, currently competing in a men's 50-and-over wood bat league in the area, which I'd recommend to anyone willing to accept the results. I also golf, hike, and keep up with what's happening in the local community. I'm a past president of the Kruse Way Lake Oswego Rotary Club and still volunteer regularly delivering Meals on Wheels to local seniors. And somewhere in the garage, a 1966 Mustang is waiting for me to start its restoration.
- Registered Representative and Investment Advisor Representative, Cetera Wealth Services LLC and Cetera Investment Advisers LLC (Series 65, 6 & 63)
- Life & Health Insurance licenses, Oregon and Washington
- Past President, Kruse Way Lake Oswego Rotary Club
- B.S., Oregon State University