Insurance Strategies, Financial Education, Retirement Strategies, Retirement Income Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Business Owners, Investment Strategies (Reg. Reps Only)
I am dedicated to making a difference in people’s lives. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
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University of Oregon
Holy Trinity Greek Orthodox Cathedral