My Bio

I pride myself on working my hardest each day to provide the best possible service to my clients. Being able to help people is a central part of my life, and I'm happy I can be of service to my community. I also enjoy meeting new people and through one-on-one relationships, I am able to learn how unique each client is.

I started working for COUNTRY Financial because I realized that COUNTRY and I have a lot in common. COUNTRY fits my work ethic and helps me by giving me all the tools I need to create customized solutions for each of my clients.

COUNTRY expects me to be down-to-earth and straightforward with my clients. I value that because I wouldn't communicate any other way. I respect you and your goals and I want you to be able to trust and rely on me to help you with your financial security.

Please feel free to contact me directly by phone or by completing the Contact Me form on my site. I look forward to getting to know you soon!

EXPERIENCE

• I have 8 years of industry experience

LICENSES/CERTIFICATIONS/DESIGNATIONS

Licensed in OR and WA

PLACES I HAVE LIVED

• Portland, OR - (Current)
• San Francisco, CA - (Other)
• Seattle, WA - (Other)

FAMILY

• Kate (spouse)

COMMUNITY INVOLVEMENT

• Portland Habitat for Humanity

INTERESTS

• Riding on Two-Wheels (bike and scooter)
• Camping and the outdoors.
• Exploring Oregon!

I can help secure your future with a complimentary insurance and financial review. Unless you're an expert in every aspect of your financial affairs, there may well be gaps and weaknesses in your long-term plans for financial security. Put simply, what you don't know or understand about your financial affairs can end up hurting you and your family. That's why it makes sense to sit down with me and complete your confidential insurance and financial review. With the right help, almost any family can achieve financial security.

Whether you are my client or not, an insurance and financial review will help secure your future. If we haven't met before, the first meeting will simply allow you to learn more about our services and get to know me and the company I represent. I will also walk you through the information we'll need to create a tangible plan that clearly shows you how we'll help you get from where you are today to where you want to be in the future. If you have met with me before, taking a fresh look at your situation each year may reveal some gaps or new opportunities you can take advantage of.