Born and raised in Portland, Oregon, I love serving the people in my community. I earned a degree in Environmental Science at Whitman College before returning to Portland for two years with AmeriCorps. I returned to Portland State University for my MBA, where I learned how to bring business and environmental values together. After graduation, I worked for three years at the Climate Trust, a non-profit where we helped finance environmental projects in forestry, grasslands, and dairy renewable energy.
With my family growing, I looked for new challenges and new ways to help the people in my community and I started a career in financial services. Now in my second year, I make sure to include my client’s values into their planning process. I’m invested in my community, serving on the board of Rivermark Community Credit Union for six years. I’m also active in the East Portland Chamber of Commerce and Montavilla East Tabor Business Association. I currently live in the Montavilla neighborhood of Portland with my wife, and young daughter and son. I love everything Portland, including microbreweries, the local food trucks and award-winning restaurants, and exploring the outdoors with my family.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
Click to watch how we can help bring financial balance to your life.
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4102285. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.