I strive to help families and companies attain Financial Independence. Caring about the cornerstone of wealth management and preserving capital while maximizing 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 Consultant 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.