As a Wedbush Financial Advisor, I am dedicated to serving my clients, both locally and worldwide. I believe my clients come first and I work hard to help them work toward their financial goals. With over 30 years of experience in the securities industry, I am committed to using my experience and knowledge to help educate clients to make informed investment decisions.
I also develop tailored investment strategies, to help my clients work toward reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you achieve your financial goals.
I would like to be your “Consultant for Life”. Please contact me for a portfolio review.
I have been a Vice President, Investments at Wedbush for the past 15 years. Prior to joining Wedbush, I held positions at Sutro & Co., Charter Investment Group, Merrill Lynch, Pierce, Fenner & Smith, and Wells Fargo Bank (First National Bank of Oregon). I earned my Bachelor of Business Administration (BBA) from Central Washington University and my MBA from Portland State University. I am a former board member and treasurer of the America Cancer Society’s Oregon Division. When not in the office, I enjoy gardening, golf, and white water rafting. I am a native of the Northwest, being born and raised in the Seattle area and moved to Oregon in 1973, where I have lived ever since. I have been married to my wife, Debbie, for over 40 years, and have 3 children (2 daughters and a son) and five grandchildren.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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