Prior to becoming a financial advisor, I worked in a retail environment where I made it a goal to learn something new with each client interaction. This allowed me to make connections and develop relationships. As your financial advisor, I’ll make it a priority to start with a relaxed, one-on-one meeting where we’ll get to know one another, and I can share how I can be of service.
I’m a Southwest Washington native and truly love this corner of the state I call home. After spending 14 years in Idaho and California, my wife, Kristin, and I decided to move our family back to this area. I’m excited to become more involved in our community and have even agreed to emcee the opening ceremonies and Queen’s Coronation at the Amboy Territorial Days!
Between work, my aforementioned side gig, and my family (not to mention my two dogs and cat), my life is pretty full, but in a good way. I still find time to do a few things I enjoy such as playing golf, hiking with my family, and supporting my favorite sports teams.
I have a bachelor’s degree in finance, and am Series 7 and 66 securities registered and insurance licensed in Washington and Oregon. I would welcome the opportunity to meet with you to discuss your goals and plans for the future. As your CFS* financial advisor, I’ll work with you to create a plan that will help you realize your goals and make the process as personal as possible. I work in the Hazel Dell branch and by appointment in the Ridgefield branch. If you would like to meet, please contact my assistant at 360.891.4185.