I strive to help families and companies attain Financial Independence. Caring about the cornerstone of wealth management and preserving capital while helping: maximize your returns and reducing your tax bite while minimizing risks is my goal. I have over 15 years of Financial Planning experience beginning with Merrill Lynch in 1997 and have attained many milestones along the way coupled with a Finance and Economics degree gives me the insight to help you live your financial dreams. I am currently working on my CFP® designation having attained Certified Retirement Planning Counselor and Certified Financial Manager designations.
An outdoor enthusiast having made my home in Bend since 2007, I am active in the community with activities including Bend Chamber and a graduate of Leadership Bend in 2011, Rotary Club of Sisters, Mt Bachelor involvement and Board Member and Committee member for several organizations. I have a daughter attending Graduate School at San Diego State and am also involved with the United Sports Car series.