I have been in the Financial Services industry since 2010. My original aim was to become a teacher, but after studying education at George Fox University, I realized that while I had a passion for teaching, I did not have a passion for working with kids.
As a CFS Financial Advisor, I view my practice as a teaching platform to provide Financial Education to our members. I believe that if a member has the proper Financial Education, they will be well-equipped to make sound, financial decisions, avoiding some of the common pitfalls many individuals make without a knowledgeable advisor at their side.
I work towards the best interests of our members, constantly looking for ways to improve upon their current situation. I ensure every member understands what we are doing and why we are doing it before they leave my office.
I work with members with a wide variety of needs including Financial Planning, Preparing for Retirement, Wealth Preservation, Life Insurance, Long Term Care Insurance, College Savings, and more. I hold my series 6, 7, 63 and 65 licenses as well as my Life Insurance License with Health endorsement.
I attended Western Oregon University where I earned my Bachelor’s degree and Gateway Seminary where I earned my Master’s degree. I have served on staff as a Youth Pastor and Worship Leader at several churches and currently volunteer at my church in Vancouver, WA. I am a Northwest native, growing up in North Portland, and now live in Vancouver where I enjoy life with my wife and three