Financial Advisor
Suite 300
Eugene, OR 97401
toll free: 800-345-5501
fax: 541-342-2291
- Present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
24 years
- 2007 All American in Track and Field. 61.60 seconds in the 400m
- 8 times Smith Barney Century Council member
- Municipal Bonds
- Wealth Management
- Asset Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Planning for Special Needs Individuals
- Business Succession Planning
- Professional Portfolio Management
- Exchange Traded Funds
- Investment Policy Statements
- Corporate Retirement Plans
- 401k Rollovers
- Insurance Services
- The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- For the latest municipal bond offerings, please contact me.


