Suite 300
Eugene, OR 97401
toll free: 800-345-5501
fax: 541-342-2291
- Bachelor of Science, 1971
Finance
University of California at Northridge
Los Angeles, CA - Series 1 - NASD General Securities, 1971
- Series 7 - General Securities, 1979
- Series 8 - Sales Supervisor, 1990
- Series 63 - Uniform State Exam, 1979
- Series 66 - Uniform Combined State Law Exam, 2003
- Oregon Life Insurance and Annuity License, 1999
- California Life Insurance and Annuity License, 1999
- Eugene Rotary Club
Member since 1986
Eugene, OR - Eugene Executive Association
Member since 1993
Eugene, OR
- Municipal Bonds
- Wealth Management
- Asset Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- 1980 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Eugene, OR - 1973 - 1980: Municicorp of California
Financial Advisor
Municipal Bond Specialist
Los Angeles, CA - 1972 - 1973: San Francisco Securities
Financial Advisor
Municipal Bond Specialist
San Francisco, CA - 1971 - 1972: J.R. Narwitz & Company
Financial Advisor
Municipal Bond Specialist
Beverly Hills, CA
- A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
2009 Year-End Tax Planning Checklist (pdf)
Graystone Consulting: Investors' Monthly (pdf)
The Citi PULSE Monitor - Market Outlook (pdf)

