I have been with Resource Financial Planning since 2019 after transitioning from a career path in the collegiate/professional sports communications field.
My interest in the financial services industry has expanded over the past few years and continues to grow as I learn something new every day. My favorite part about the industry is the daily interactions with clients and I enjoy helping individuals reach their long-term financial goals.
Born and raised in Maui, Hawaii, I grew up with a passion for the game of soccer and continue to play indoor soccer and/or futsal here in Oregon. When not at work or on the pitch, I enjoy spending time with my wife, paddleboarding, and frequently find myself improving my golf game.
Professional Designations and Licenses:
CHARTERED RETIREMENT PLANNING COUNSELOR ℠
FINRA Series 7 and 66
Life, Health and Variable Lines Insurance Licensed
Notary Public
Education:
Colorado State University - Master in Finance
Linfield University - Bachelor of Arts in Business Management; Minor in Mass Communications