Our Mission Statement

As a Financial Advisor I help clients navigate through all the critical financial events of their lives, adjusting and readjusting their plan when necessary, to get them to their goals and objectives in a timely fashion.
I provide this investment management advice to families, current, and future, high net-worth individuals, corporate executives, retirees and business owners, as well as small to mid-sized companies and nonprofit organizations. My clients benefit from goal-oriented financial planning.
My job is to design and implement a financial plan that conveys clients from their current financial condition, to their objective, as prudently as possible. I want to help you live the one life you have, in the best way you can, without undue financial sacrifice or overexposure to risk.
I use a combination of my own education and 18 years of investment and management experience, as well as Umpqua Investments’ vast research resources, for my recommendations.

Umpqua Investments’ Mission Statement

The mission of Umpqua Investments is to create a unique and memorable investment experience, in which, our clients experience lifelong relationships, our people provide investment excellence, and our communities benefit from our involvement and contribution to their future.