The most important part of my job is listening to you, asking questions for understanding, caring about you as a person and earning your trust. I believe that in order to successfully help you reach your financial goals, I need to understand you, your needs and your concerns.
I am based in the beautiful Southern Oregon Rogue Valley and love servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding areas. Confidential meetings can take place in your home, your work, or my offices in Grants Pass and Medford.
When I meet with you, I will get to know your financial goals and aspirations so we can formalize a comprehensive financial plan and customize your wealth management strategy.
I focus in servicing individuals, couples, families and institutions in a comfortable, supporting and caring manner.
Business Succession Planning
Estate Planning Strategies
Long Term Care Insurance
Endowments and Foundations
Who Am I?
I am a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.
What We Do Together
Help you work towards financial independence
Identify and seek to mitigate risk issues
Assist you in preparing for your family’s lifestyle needs
Assist with retirement plans
Coordinate with your tax and legal advisors to anticipate and plan for estate concerns
Provide access to lending services or recommend lending solutions, where appropriate.
Why I Chose a Wealth Advisory Career
My parents struggled hard for every dollar they had, but had no one to give them financial advice. Through uninformed choices, they passed away with nothing. I do not want that to happen to my family or my clients. I have always held the trust of my clients as sacred and I am committed to giving you honest and candid advice with complete integrity. Throughout my 30 years in this industry, my driven purpose has been to assist people, businesses and organizations achieve their financial objectives and lifestyle goals.
My Strategic Long – Term Vision
To create a formalized, activated and monitored comprehensive financial plan for every individual, couple, family, business and institution, while providing unwavering client advocacy and stewardship.
My Tactical Short – Term Mission
Implement a custom-tailored, leading-edge wealth management strategy designed to help you achieve your financial goals and objectives by seeking to minimize your risk and maximize your opportunities for financial and wealth planning success.
My Investment Philosophy
Work together with you to identify your goals, objectives, time horizon and risk tolerances
Design a plan that helps achieve your goals and objectives within your desired lifestyle
Utilize Single Managed Account institutional money managers, as appropriate.
The Value I Seek to Bring to our Relationship
Assist you to simplify and organize your financial affairs
Provide you with an opportunity to see your entire financial picture and understand your options
Give you advice that is completely objective, independent and transparent
Return back to you control of your financial destiny
Proactively monitor and report on your plan to help ensure its progress.