The most important part of my job is listening to you, asking questions for understanding, caring about you as a person and earning your trust. I believe that in order to successfully help you reach your financial goals, I need to understand you, your needs and your concerns. I am based in the beautiful Southern Oregon Rogue Valley and love servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding areas. Confidential meetings can take place in your home, your work, or my offices in Grants Pass and Medford. When I meet with you, I will get to know your financial goals and aspirations so we can formalize a comprehensive financial plan and customize your wealth management strategy. I focus in servicing individuals, couples, families and institutions in a comfortable, supporting and caring manner.
- Rotary Club of Grants Pass
Past Director and Member
Grants Pass, OR - Josephine County/Grants Pass Chamber of Commerce
Board Member, Past-Finance Committee Chair
Grants Pass, OR - Illinois Valley Chamber of Commerce
Member
Cave Junction, OR - Rogue River Chamber of Commerce
Member
Rogue River, OR - Josephine County Special Olympics
Coach & Volunteer
Grants Pass, OR - Western Welcome Newcomers
Past President and Member
Grants Pass, OR
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Alternative Investments
- Endowments and Foundations
- Family Consulting
- Asset Management
- Professional Portfolio Management
- Investment Policy Statements
- Planning for Special Needs Individuals
- Cash Management
- Lending Services
- Socially Responsible Investing
- Business Succession Planning
- Education Planning
- 401k Rollovers
- Insurance Services
- Business Planning
- CERTIFIED FINANCIAL PLANNER, 2009
- Certificate in Personal Financial Planning, 2000
University of California
Berkeley, CA - M.B.A. - Finance, 1991
Golden Gate University
San Francisco, CA - B.S., 1983
California Polytechnic State University
San Luis Obispo, CA - Series 7, 31, 63 & 65 Licensed
- Life & Health Insurance Licensed
- Josephine County / Grants Pass Chamber 2011 Man of the Year
- The President's Volunteer Service Award
- Morgan Stanley Smith Barney Pacesetter's Club
- 2005
- Present: Morgan Stanley Smith Barney
Second Vice President
Investment Management Consultant /
Financial Advisor
Financial Planning Specialist
Grants Pass, OR - 1993
- 2004: Bank of The West
Vice President - Manager
Walnut Creek, CA - 1983
- 1992: Security Pacific National Bank
Vice President - Manager
San Francisco, CA
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
Limited time offer! Consolidate your retirement savings at Morgan Stanley Smith Barney to qualify for a lifetime fee waiver on your IRA account and to meet the eligibility requirements to attain Reserved status. Click the Free Forever IRA(SM) link on the left for more information.
Risk management strategies for individuals, couples and domestic partners...time for a review?
