Financial Services in Vancouver, WA
Financial Services • Financial and Investment Services
As a financial planner, I embrace a holistic approach that encompasses your financial circumstances. We will base our relationship on a strong foundation of honesty, character, integrity, and sound judgment—traits that define my approach to life and my commitment to you.
In the discovery process, I will focus on understanding your goals, your challenges and your dreams. While developing a comprehensive financial plan, we will work collaboratively to enhance your understanding of the planning process and develop a goals-based plan specific to you. Ongoing education, contact, and interaction provides opportunities to explore additional strategies and evolve your plan as needed.
I live in Camas, WA, with my wife and two sons. To relax, I enjoy art, reading, gardening, fishing, renovation projects, tending to our land, traveling, supporting our children’s academic and athletic endeavors, volunteering for the community and schools and enjoying the Pacific Northwest.
I am a 24 year veteran of the financial services industry and hold securities licenses Series 6, 7, 24, 26, 63, and 66.
503-525-8798
$
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Worldwide > United States > Vancouver > Financial Services