Senior Investment Management Consultant
Suite 300
Eugene, OR 97401
toll free: 800-345-5501
fax: 541-342-2291
- Chairman's Council - Smith Barney
- Golfweek Magazine Father of the Year, 1998
- Top Advisor
Research Magazine - State by State Recognition
RJ Shook's Winner's Circle
- Bachelor of Arts - Business, Finance, Investments
University of Oregon
Eugene, OR - Series 5 - Interest Rate Options
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Association of Professional Investment Consultants (APIC)
- Eugene Country Club
- Oregon Club of Eugene/Springfield
Past Board Member - Eugene Hearing & Speech Foundation
Past Board Member - Links Players International
Board Member
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Wealth Management
- Endowments and Foundations
- Corporations
- 1967 - Present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Eugene, OR
- Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.

