Insurance Strategies, Retirement Income Planning, College Funding Strategies, Military, Retirement Strategies, Business Owners, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Financial Education, Charitable Giving
As a military veteran, a husband, and a father, I am dedicated to making a difference in people's lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and most importantly, future needs. I offer total financial needs analysis, including access to trust services through a network of experienced professionals with detailed knowledge in:
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
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Portland State University: Business Management and Leadership (2017-2020)
Reading, Puzzles, Outdoors, Music, Sports, Traveling, Foodie
Grateful Dads Canyon High School.