When talking to me one of the first things you will notice is my accent. I grew up in the beautiful state of North Carolina and am a graduate of UNC Asheville. Shortly after UNC I married my wife, Gretchen. While my father-in-law was the athletic director at Oregon State during the 80’s, she fell in love with the weather and scenery.  We decided to make the move from North Carolina permanent to Beaverton in 2006 and have been a part of this growing community ever since. We have 2 kids who keep us on the go with their many athletic endeavors, golf and any other sport depending on the season. We especially enjoy traveling to the Oregon Coast and exploring the parts of Oregon we have not yet visited.  I also enjoy going back to the East Coast to spend time with family and friends.

I have a passion for helping Individuals, couples and families make short- and long-term decisions.  No two people have the same financial goals or health care needs.  With a focus on education, we will discuss how to build a plan, for the future.  I want you to be comfortable in the choices you make, while knowing you have someone to assist moving forward.  Your success in retirement is my success.

Please feel free to call me or send an email.  I look forward to working with you in the years to come, while being your advocate and educator for the happiest times of your life.