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
Retirement Income Certified Professional® (RICP®), Investment Management Consultant, Raymond James Institute of Investment Management Consultancy IIMC, Securities licenses Series 6, Securities licenses Series 7, Securities licenses Series 63, Securities licenses Series 66, Oregon Resident Life and Health Insurance License
