Advisor profile

What you can expect when you work with me

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

When you work with me, 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.

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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Tax Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Social Security Retirement Benefits
  • Intergenerational Planning

Education

  • BS Business Management, Oregon State University, 2002

Awards & recognition

  • Falcon Ridge Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Eugene Area Chamber of Commerce and Mercedes-Benz of Eugene 20 under 40 Rising Business Stars , 2017

Honored to be recognized in Forbes

I’m excited to share that Falcon Ridge Wealth Mangement has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

I stay very active in my community.

I am a Member of the Board of Directors at the Eugene Symphony Association. I also serve on the Finance committee of the Lane Community College Foundation.

Free Masonry and Shriners are a big part of my social circles.

Formerly I have been on the Boards for the Shriners Hospital for Children - Portland and United Way Lane County.

Interests

  • Enjoying time with my wife and our two active children
  • Volunteering with the Shriners Hospital for Children - Portland, Eugene Symphony and the Ancient Free and Accepted Masons (Freemasons, Shriners, Scottish Rite Masons)
  • Riding motorcycles and restoring classic cars

My photos

3 albums
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