”It’s not about timing the market but time in the market.” - Kenneth Fisher
Raised in Dayton, OR I grew up working for family farms and learning the value of hard work. It wasn’t until I was at Oregon State University where I became interested in how the money supply/demand, interest rates, inflation, unemployment etc. all affect how our economy functions on a large and small scale.
In 2017 I traded my Carhart’s and work boots for a suit and tie and started helping people build a game plan around their finances. I work with individuals, families, and businesses to build personalized financial plans, with a primary focus on retirement planning, wealth management, and wealth preservation strategies. Working with an independent financial planning firm, I provide tailored solutions for each client’s unique situation and maintain a high level of service as their lives evolve.
During my leisure time, I enjoy spending time with my wife and our friends and family, playing golf, wine tasting, traveling, attending church, trying new restaurants and smoking meat on my pellet smoker.
Registered Advisor with Osaic Wealth, Inc.
Professional Designations and Licenses:
Registered Investment Advisor Representative
FINRA Series 7 & 66
Life, Health and Variable Insurance Licensed
Education:
Oregon State University
Bachelor of Science in Economics, College of Liberal Arts