Providing Financial Advisory Services in Bend, Oregon

Welcome to my website. Thank you for taking the time to get to know me a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. I believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; I strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of my approach to business.