Vice President, Investments
As a Wedbush Financial Advisor, I am dedicated to serving my clients, both locally and worldwide. I believe my clients come first and I work hard to help them achieve their financial goals. With over 30 years of experience in the securities industry, I am committed to using my experience and knowledge to help educate clients to make informed investment decisions.
I also develop tailored investment strategies, to help my clients in reaching both their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
I would like to be your "Consultant for Life". Please contact me for a portfolio review.
I have been a Vice President, Investments at Wedbush for the past 15 years. Prior to joining Wedbush, I held positions at Sutro & Co., Charter Investment Group, Merrill Lynch, Pierce, Fenner & Smith, and Wells Fargo Bank (First National Bank of Oregon). I earned my Bachelor of Business Administration (BBA) from Central Washington University and my MBA from Portland State University. I am a former board member and treasurer of the America Cancer Society's Oregon Division. When not in the office, I enjoy gardening, golf, and white water rafting. I am a native of the Northwest, being born and raised in the Seattle area and moved to Oregon in 1973, where I have lived ever since. I have been married to my wife, Debbie, for over 40 years, and have 3 children (2 daughters and a son) and five grandchildren.
- Annuities and Insurance
- Asset Management
- Financial Planning
- Mutual Funds
- Retirement Planning
- Stocks and Bonds
- Wealth Management
- Series 7, 63, and 65 licenses
- Oregon and Washington Life Insurance License NPN #676351
- Portland Five Star Wealth Manager Award