I am a CERTIFIED FINANCIAL PLANNER® professional and have also earned the AAMS™, CRPC™, CRPS™ designations. I help high-net-worth families and business owners bring clarity, strategy and confidence to their financial lives. My approach is built on trust, long-term thinking and an unwavering commitment to aligning wealth with purpose.In 2024, I earned the CFP® certification, deepening the knowledge I bring to every client relationship. Our office also expanded with the addition of three exceptional professionals — Financial Advisor Molly Searcy, and Branch Office Administrators Debbie and Heather — ensuring we continue to deliver a high-touch, personalized experience as our client base grows. Whether you’re planning for retirement, succession, philanthropy or generational transfer, our process is built to meet complex needs with clarity and confidence.I serve clients who want more than just investment advice — they want a true partnership. I work alongside business owners navigating growth, liquidity events or legacy strategies, and with families who care deeply about financial stewardship, impact and sustainability.Outside the office, I’m deeply engaged in building a stronger Hood River. I’ve served on local nonprofit boards, work actively to support community-based economic resilience, and am honored to be president-elect of the Hood River Rotary Club, stepping into the role of president in 2025. My involvement extends to the Hood River Chamber of Commerce, the Lions Club and numerous Rotary initiatives that support youth, scholarships and local service.Life at home has been equally rich. My wife, Rose, recently completed her nursing program and began her residency at Providence in Portland. We welcomed our first child — a baby boy — this January. We also purchased a home in Parkdale, where we spend our weekends hiking, mushroom hunting and exploring the outdoors. In the spring, I reached a longtime personal goal by climbing Mount Hood — a reminder that commitment and preparation make the summit possible.If you're looking for a trusted financial advisor with deep roots in the community and a clear-eyed vision for the future, I would be honored to connect.