"What we strive to do better than anybody else is listen, it really is about aligning their dreams and life goals with their investments, and having us help them get there."

Overview

Education
Bachelor of Science degree in Business Administration from Oregon State University
Minors in Speech and Political Science from Oregon State University
Certified Portfolio Management Program – Prudential Securities

Industry Designations
QPFC – Qualified Plan Fiduciary Consultant

Awards and Recognitions
Wells Fargo Advisors Premier Advisor 2014-2022

Memberships
Retirement Plan Advisor Program (Wells Fargo Advisors)
National Association of Plan Advisors (NAPA)

Industry Involvement
Wells Fargo Advisors, Manager Advisory Board: 2011-2012, 2013-2014.

Community Involvement
Babe Ruth, Pop Warner, and Kidsports Programs
The Salvation Army – White Shield Center
Marist Catholic High School Activities
Oregon and Oregon State Universities
Boy Scouts of America

^{The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

CA Insurance License #: 0C40780. Resident state: OR}