Financial Advisor
Suite 300
Eugene, OR 97401
toll free: 800-345-5501
fax: 541-342-2291
- MBA, 1998
Portland State University
Portland, OR - BS, 1993
University of Oregon
Eugene, OR - International Business Certificate, 1992
Nijenrode Univeristy, The Netherlands - Series 7, 63 & 65 Licensed
- 2009 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Financial Advisor
Eugene, OR - 2006 - 2009: UBS Financial Services
Vice President
Eugene, OR - 1999 - 2006: Piper Jaffray
Vice President
Eugene, OR - 1997 - 1999: US Bancorp Investments
Beaverton, OR - 1994 - 1997: US Bank
Beaverton, OR
- Eugene Symphony
Board of Directors
Eugene, OR - Duck Athletic Fund Donor
- Golfing Member - Eugene Country Club
- Wealth Management
- Financial Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Business Planning
- Asset Management
- Family Consulting
- Investment Policy Statements
- Lending Services
- 529 Plans
- Municipal Bonds
- Fixed Income
- Exchange Traded Funds
- Qualified Retirement Plans
- 401k Rollovers
- Annuities
- Life Insurance
- Long Term Care Insurance
- If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
On the Markets (pdf)
Nine Signposts for 2009 (pdf)
Economic & Market Analysis: Comments on Credit (pdf)

