Dedicated to Serving Our Clients

At the heart of my work is a select group of families, business owners and professionals with complex financial goals. We are dedicated to working with clients who embody stewardship of family and community, embrace a growth mindset, invest in future generations and prioritize thoughtful exit planning. By collaborating with our clients' trusted advisors, we use our established processes to help them chart a clear financial course and navigate life’s journey. It's a privilege to walk alongside our clients as they live out their values and goals.

A Team Committed to Excellence

My branch office administrators, Donna Blasingame (started in 1998) and Chelly Brands (joined us in 2015), are integral to providing an exceptional client experience. Together, we are dedicated to delivering personal, professional service. We invite you to connect with us to see if we’re the right team to help you accomplish what’s most important to you.

Passionate About Giving Back

I am deeply committed to investing in the next generation, empowering youth to develop leadership skills and become productive citizens. As the committee chair for BSA Scout Troop 46 of New Hope Church, I’ve been actively involved in scouting for over 17 years. Beyond scouting, I support organizations such as Hope Clinic for Women, Umpqua Valley Christian School, Umpqua Community College, Umpqua Actors Community Theatre and the Wildlife Safari. Additionally, our firm is proud to be the National Presenting Sponsor for the Walk to End Alzheimer’s®.

Family-Centered Living

Family is the cornerstone of my life. My wife, Teresa, and I are celebrating nearly 30 years of marriage. We have two sons: Kadin, who is serving in the U.S. Coast Guard, and Devin, who is pursuing studies at Umpqua Community College. Together, we cherish time spent between the Pacific Ocean and the High Cascade Mountains.

Committed to Professional Growth

•Bachelor’s degree in business administration from Southern Oregon University in 2000

Advanced certifications include:

•Accredited Asset Management Specialist™ or AAMS™ designation in 2011

•CERTIFIED FINANCIAL PLANNER® or CFP® certification in 2022

•Certified Exit Planning Advisor® or CEPA® designation in 2024

Ongoing education and conferences allow me to stay informed and help ensure I provide the highest quality service to my clients.