I am fully invested in my clients. With more than 25 years of experience in the financial services industry, I am dedicated to helping my clients meet their financial needs. I strive to help each of my clients plan for a financial future in a way that best meets their family’s goals.
After Oregon State University, I worked for the US Senate, Committee on Finance, where I gained knowledge and experience in politics & policy. In 1995, I returned to Salem and began my career in the financial services industry. In 2012, I left Merrill Lynch and founded Capstone Wealth Advisors.
In creating Capstone Wealth Advisors, LLC, we have paired more than 100 years of combined experience with local ownership that is committed to our community. I take pride in owning a practice that puts clients first. Whether you are planning your retirement, trying to preserve your wealth, or building an effective retirement plan for your small business, I provide uncompromised advice tailored to your specific needs.
Shelly & I live in Salem with our son, Oscar. Away from the office, I coach kids sports, play golf, ride my bike, travel and enjoy time with my family.