I am extremely motivated, goal oriented and driven by self improvement. While I would call myself an independent learner, I thrive and demonstrate proficient leadership qualities in team environments. I credit much of this to having played baseball in high school and college. Time is the most valuable asset there is, and since it cannot be bought, I have made it a point to develop effective skills in time management. Interpersonal skills and communication have always been a relative strength of mine, which is where I discovered my passion for sales.I am passionate about Financial Planning and Wealth Management, which is why I feel fortunate to be a member of the team at Somerset Wealth Strategies and Somerset Securities as an Advisor. I have achieved my SIE, Series 7, Series 63, Series 65 licenses (CRD #7643512) and my Life/Health/Disabilty Insurance licenses (NAIC #20786614) in order to work and add value in this field. Additionally, I have experience selling products in the Medical Device industry. I have also apprenticed under some of the best financial planners in the state of Oregon.Please feel free to reach out to me at any time!
