We have the knowledge, training, and backing to help our clients succeed financially. Our goal is to provide superior client service. A long-term relationship is built on the trust earned through integrity, hard work and service.
Baseball legend and Hall of Famer Ted Williams was once quoted as saying, “I’ve found that you don’t have to wear a necktie if you can hit.” For a kid who once dreamed of playing in the Major Leagues, it is hard for me to admit that I now wear a necktie almost every day!
Born and raised in Tacoma, Washington, my wife Aimee and I settled in her hometown of North Bend, Oregon in 1994. The quality of life that our community offers makes it a wonderful place to raise our two daughters, Hailey and Maddie.
My favorite activity is spending time with my family. In spare time I also enjoy Crossfit, distance running, and I've spent many years coaching my daughters’ various sports teams. And although I never made it to the Major Leagues, I hope to apply my skills as a wealth advisor towards helping others reach their (financial) dreams.
• 2014- Present: HighRoad Wealth Advisors Founding Partner Coos Bay, OR • 1996 - 2014: Morgan Stanley Vice President Financial Planning Specialist Coos Bay, OR • 1994 - 1996: American General Corp Financial Representative Coos Bay, OR • Bachelor of Arts - Economics, 1992 University of Puget Sound Tacoma, WA • Series 7 - NYSE/NASD Securities Registration, 1997 • Series 63 - State Securities Registration, 1998 • Life Insurance & Annuity License, 2000
I am happily married to my wife Shannon and have three sons; Braydon, Trenton and Gavin. My family is extremely important to me and I make spending time with them a top priority.
I am also very active within my church and within the community. I try to match my interests with my philanthropic activities (my faith, education and sports).
I am a licensed CPA (non-practicing) and spent approximately 5 years in public accounting as a tax specialist. This experience not only provides an excellent foundation for wealth planning, it provides our group with in-house expertise that enables us to provide investment strategies designed to help grow our client's wealth in the most tax-efficient manner possible.
• 2014- Present: HighRoad Wealth Advisors Founding Partner Coos Bay, OR • 2007 - 2014: Morgan Stanley Financial Planning Specialist Financial Advisor Coos Bay, OR • 2004 - 2007: Hough, MacAdam & Wartnik, LLC CPA & Tax Specialist North Bend, OR • 2003 - 2004: Wall & Wall, PC CPAs Accountant Coos Bay, OR • Bachelor of Science - Business Administration / CPA Track, 2004 Eastern Oregon University La Grande, OR • Certified Public Accountant (CPA), 2005 Oregon • Series 7 - General Securities Representative, 2008 • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2008 • Kingsview Christian School Board of Directors North Bend, OR • American Institute of CPAs • K.E. McKay's Market, Inc. Board of Directors Coos Bay, OR
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