Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning

Awards & recognition

  • Reliant Wealth Advisors, Ameriprise Client Experience Award, 2023

Community participation

June 2020 - National Day of Service - "Drive By Drop Off" - #1 Volunteer
June 2020 - National Day of Service - "Drive By Drop Off" - #1 Volunteer

Due to the COVID-19, the demand on our local food banks & resources has increased greatly. So, our office decided to volunteer & support Food for Lane County for our annual National Day of Service. We kept our distance, wore our masks & kept each other safe.

Instead of the donation barrel for all of June, we set up a one time “Drive By Drop Off” giving our clients the opportunity to help out their community. We collected 274-lbs of food. This equates to approximately 216 meals. We were humbled & very grateful for the great turn out in such a short time frame - this was our largest turn out to date.

Thank you for helping our community!

Our photos

4 albums
close