Listed In: Financial Planning Consultants, Investment Services Firms
As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal… As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions: How much is enough? Do I have enough? What do I do next? I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license. When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon. We are active in our four children’s sports teams and enjoy the great fellowship of our church community. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Read more
Business Hours
M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
Services
Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning
Specialties
CERTIFIED FINANCIAL PLANNER(TM) (CFP®) practitioner, Securities licenses Series 7, Securities licenses Series 66, Oregon Resident Life and Health Insurance license
