Qualifications
My career in the financial services industry began in 1988 with Merrill Lynch. I was recruited and hired by Smith Barney in 1993 and while there I studied and earned a Financial Planning Specialist designation. Early last year I accepted my current position with RBC Wealth Management which I believe is an excellent choice for my clients and me. I hold Series 7, 63, and 65 licenses and am Life and Health Insurance Licensed.

Personal
I was born in San Diego and moved to Oregon in 1975. I live in Eugene with my wife Shelly and two energetic young boys, Weston and Callahan. We enjoy skiing, biking, hiking and traveling. I also run to stay in shape and typically run a couple marathons a year. For ten years I have organized the Steep Hill Chase 5k Trail Run to raise money for Special Olympics and I’m on the board of the Oregon Track Club.