I pride myself in following the golden rule of treating others as I’d like to be treated and I take that to the next level when it comes to financial advice. I prefer to advise clients as if they were my own family members or better yet put myself in their shoes. I enjoy building great long term, open and honest multi-generational client relationships. In addition, I like to be well known for always going the extra mile to make sure the fiduciary obligation is fulfilled. At our firm we approach things as a team and my specific role is to take a deep dive into financial plans to create the most accurate roadmaps for our clients. Together with Bo and Matt Mai you have several decades of experience assisting you in deciding what path is best for you and your family.
I graduated from Portland State University with a degree in business and finance. I have been in the financial services industry for 12 years. Prior to join Price Financial Group I spent over a decade serving families as a wealth management relationship manager on the Westside of Portland.
When I’m not working, I enjoy spending time with my wife and daughter as well as other family I have in the Portland area. In my free time I also like top spend time fishing and traveling as much as possible.