Since 2008, I’ve built a practice designed to serve middle-class, hard-working families across the country from my office here in Eugene, OR.

We work best with clients who want a trusting partnership with their advisor, who are more moderate or conservative as investors, and who want to work toward building and preserving their financial security with a branch team who knows you and your financial needs personally. We partner with your tax professional and your attorney to help you make the smartest financial decisions you can as you navigate through life. The most rewarding part of what we do though, is empowering our clients to reach their financial goals, capture their dreams and continuously build wealth that they can share with the people and ideals that they embrace. We love simplifying things to make it easy to go live life!

My wife, Alyssa, and I have been married since 2005, and have three children together. We love the outdoors, camping, the coast, gardening, exploring waterfalls and playing on the water with friends. We have two labs (a chocolate and a black lab) and are part of the Pleasant Hill community.