I have been working with local individuals, families and businesses in the Rogue Valley for nearly eight years, serving as a financial advisor for retirement planning, investment strategy and 401(k) plans. The financial advice and consulting that I engage in with clients is based on a high level of service, trust and open communication, and the recognition that every situation is unique. In working with local individuals and families, I strive to listen first, then talk with clients in straightforward terms, providing education and insight, helping them to document their goals and plan for the known and unknown risks in life. These important concerns may include planning for retirement, education planning, reducing taxes or leaving a financial legacy to their loved ones. In working with business retirement plans, endowments and foundations, our office has extensive resources that allow us to provide plan analysis, design and implementation, as well as engaged, ongoing service to both key stakeholders and plan participants. I am honored to hold several advanced financial designations including the CFP® and ChFC® certifications in addition to several others. I believe strongly that continuing education and the ongoing pursuit of knowledge is crucial to my clients' continued success. I have also taught investment classes at RCC and provide financial education as a natural part of my process when working with clients. As a native of the Pacific Northwest, I have family and deep roots in the Valley, having lived in Medford for 37 years. My wife, Danielle, and I have been married for 15 years and have two children, Taylor and Emma. I am a proud graduate of St. Mary's School and the University of Oregon, earning dual master's degrees in educational leadership and business administration. I am on the Oregon Estate Planning Council and very active in the Medford Chamber of Commerce.