Whether it’s teaching a friend how to fly fish or explaining the ins and outs of financial risk management, I’ve always enjoyed helping people. Getting to know clients with different lives and seeing them succeed has been one of the great rewards of my work as a financial planner. As a wealth management professional with more than 25 years’ worth of experience, I am committed to helping people achieve their financial goals. I believe in empowering and educating my clients — and building great relationships along the way.
With a B.A. in finance and marketing at the University of Oregon, I’ve also earned FINRA Series 7 and Series 66 licenses. I also maintain a State of Oregon Insurance License and serve as an Oregon Notary Public. Before joining the OCCU Investment Services team, I served as a financial consultant at Charles Schwab where I oversaw more than $600 million of client assets.