Listed In: Financial Planning Consultants, Investment Services Firms
I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and… I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice. I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses. I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure. 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
Securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
1499 SE Tech Center Pl, Ste 220, Vancouver, WA (16 Km Away)
40 Welles St, Glastonbury, CT (3987 Km Away)
401 Monroe Turnpike, Monroe, CT (3958 Km Away)