1600 Skypark Drive Suite 207Medford, OR 97504
A values-based approach
My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs.
What Our Kids Can Teach us About Saving Money
Should You Tap Retirement Savings to Fund College?
The Real Cost of a Vacation Home
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
I offer a full library of resources to help boost your financial planning knowledge.
Why Everyone Needs an Estate Strategy
Retirement Income and the Traditional Portfolio
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.
When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.