Real people. Real answers. Real quick.®
My Bio and Team
If I said that I help my clients achieve financial solutions on my own, I'd be kidding myself. The process requires a team effort to create the best plan.
I am lucky to have a great team in my office. Backed by my staff, I am able to provide my clients with personal service and expertise. My team can help answer questions, help with payments, and make billing changes. The best part is, my assistant will be in the office and available to help you even when I'm not.
I trust my staff to provide all of my clients with a high level of customer service. Whenever you work with my team members, you can be sure they will provide you with courteous assistance.
Please feel free to contact me directly by phone or by completing the Contact Me form on my site. I look forward to building on our one-on-one relationship and working together to achieve your financial success!
EXPERIENCE
- Have been with COUNTRY for 8 years
EDUCATION
- Bachelor Of Science, Business Administration, Eastern Oregon University, La Grande, OR
- Bachelor Of Science, General Studies, Eastern Oregon University, La Grande, OR
LICENSES/CERTIFICATIONS/DESIGNATIONS
- Licensed in OR and WA
PLACES I HAVE LIVED
- La Pine, OR - 1998-Present (Current)
- Medford, OR - 1995-1998 (Other)
- Banks, OR - (Hometown)
FAMILY
- Jeremy, Zachary, Paul, Norah (kids)
- Married to Heather for 15 Wonderful Years (spouse)
COMMUNITY INVOLVEMENT
- La Pine Chamber of Commerce Board Member, Treasurer
- Little Leaugue Baseball Coach
- BNI Member
- National Association of Insurance and Financial Advisors (NAIFA), Member
- Parish Council Finance Council, President
INTERESTS
- Baseball
- Camping, Thunder Egg Hunting
- American Idol
My Team
Service Assistant
Service Assistant
