Cetera Advisor Networks LLC
(503) 407-8789 Phone
(800) 452-9515 x 6104 Toll Free
(503) 408-5057 Fax
12001 SE Morrison St.
Portland, OR 97216
1689 Molalla Ave.
Oregon City, OR 97045
With over 25 years experience in the financial industries, I bring a wide variety of experience to assist my clients in their financial choices.
My primary goal is and always has been to make sure my clients understand their choices clearly and take the time to educate them in the various ways of guiding their financial ship through murky, often choppy waters. On top of understanding, a client's emotional well-being is a priority for me. I consider how a person feels about their finances to be just as important as the finances themselves. My goal is to make sure that each client realizes their financial goals and also make sure that they feel comfortable and happy in the decision making process.
I believe that education, understanding, a plan, action, and consistency are the tried and true ways of getting members to realize their financial dreams. A lot of hand holding goes along with this, and it just so happens I’m pretty good at hand holding.
Come in and get to know me, and more importantly, let me get to know YOU!