Cetera Advisor Networks LLC
Toll Free (800) 452-9515 ext. 9515
Fax (503) 257-3788
1689 Molalla Ave.
Oregon City, OR 97045
1307 NE 102nd Ave, Suite G
Portland, OR 97220
My goal as your Financial Advisor is to develop a personalized, holistic financial roadmap that suits your individual needs. The relationship I have with my clients is a partnership, with me gaining an understanding of what is important to you. This will enable us to make good investment decisions while keeping risk management in mind. Maintaining this financial roadmap is not a one-time event; I partner with my clients over their lifetime to help them stay on track with the goals that we've set.
Of course, as we all know, life happens! I can also help you plan for the unexpected. This can take many forms, from simply setting aside funds for a rainy day to finding a suitable life insurance policy. I am also happy to work with your attorney for estate planning purposes.
Even if you're new to investing, that's okay! We can take the first step together. While I'm happy to go into as much detail as you'd like about your investment options, creating a financial plan doesn't need to be complicated. I can distill all of this information into a format that's easy for you to understand.
I'm affiliated with Cetera Advisor Networks. Being an affiliate of an independent firm allows me to offer a wide variety of investment solutions. I currently hold a Series 7 and Series 66 Securities registration, as well as an Oregon state insurance license.
Prior to entering the financial services industry, I worked in the wine and spirits industry for eight years. Now I'm using my planning skills to help my clients select investments for their financial future instead of assisting a chef in setting up a wine list or cocktail program. I'm originally from Eugene, but I've lived all over the west coast. I received my Bachelor's degree from San Diego State University. In my spare time, I still enjoy exploring the world of wine and I love hiking and being outdoors.