Suite 300
Eugene, OR 97401
toll free: 800-345-5501
fax: 541-342-2291
- Bachelor of Science - Marketing, 1999
California State University at Chico
Chico, CA - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance Licensed
- Retirement Planning
- 401k Rollovers
- Asset Management
- Estate Planning
- Financial Planning
- 529 Plans
- Fixed Income
- Lending Services
- Municipal Bonds
- Long Term Care Insurance
- Qualified Plans
- Wealth Management
- Insurance Services
- Morgan Stanley Smith Barney*
Financial Advisor
Eugene, OR
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- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.


