Provide families with peace of mind for retirement income planning reducing market volatility and maximizing income from portfolio assets.

Provide companies and employees supplemental benefits and life insurance protection.

Sports car racing built for enthusiasts

Wealth Management and Retirement Income strategies for clients.We are an Investment Advisory firm on both Charles Schwab and TD Ameritrade platforms and provide Managed Money solutions along with Model Portfolios designed for clients needs. We also are a Business Exit Planning Specialist to provide Business Owners with successful sale or transition of their business.

Enjoy guiding mountain bike adventures with people on trails in Oregon and available for private tours.

Part time ticket sales so I have an excuse to ski on a regular basis and enjoy the company of many friends and activities at the mountain.

Strategic Portfolio Management Education PlanningRetirement PlanningAlternative InvestmentsSmall Business Retirement PlansBuy/Sell AgreementsLife Insurance Planning

We specialize in Investment Advisory, Money Management and Model Portfolios to select investors. Business Owners can reap the benefits from our planning Services along with solutions for families looking to retire well and executives that have special needs such as concentrated stock, stock options and wealth planning solutions are where we excel.

Sports Car Racing Crew Member for IMSA series. Performed Tire Setup and Management, Fueler and Pit Setup for select teams.

I write articles for motorsports, travel, lifestyle, Outdoor Recreation and sports along with Financial updates.

I am a Wealth Advisor offering retirement plans for small business.I can provide high yield money market and CD accounts along with mortgage services through my affiliation with Everbank. I specialized in income producing portfolios especially for families that need tax reduction strategies. My office is located at 5 Pines Lodge in Sisters, Oregon. (541)647-8157

Financial West Group- I established an independent Financial Advisory firm and transferred clients to Managed Account status. New business is focused on retirement plans, Commercial Real Estate and Oil & Gas direct investments and private placements. I continue to generate satisfied new clients and expand my existing client base.; I worked for Merrill Lynch on two separate occasions; I graduated from the Professional Development Program and earned my Certified Financial Manger and Certified Retirement Planning Consultant designations in 2004. I focused on institutional accounts, company financing and mortgage business, high net worth clients and various retirement plans to gain business. Client assets reached $25 Million under Management and I received various recognition awards for my efforts. I was active in the Business Financial Services group that focused on business lending, owners exit strategies and investment banking.

I focused on Fixed Income and alternative investments for high net worth clients. I generated mortgage business, Rule 144 transactions and investment banking clientele in addition to money management.

Marketed Digital Equipment Corp. computer systems to Value added Resellers and large end users in the San Francisco Bay Area. Datamax Software-I attained VP Sales for a company specializing in Manufacturing and Accounting software systems. I was also successful in generating new applications for a newly developed RFID system for inventory tracking.

I marketed laboratory balances, industrial scales and density meters through a Scientific Distributor network. I coordinated sales efforts of more than 100 salespeople with 5 different firms. I was able to grow the market during a tough onslaught of new competitors to an established market.