3255 Hillcrest Park Drive
Suite 108
Medford, OR 97504
Background & Experience
I bring 25 years of experience as a Financial Advisor — beginning at Morgan Stanley and continuing with SeaCrest Wealth Management, where I’ve built my career ever since.
How I Can Help You
I’m a down-to-earth, no-tie kind of advisor who believes financial planning should be approachable, practical, and tailored to your unique goals. Whether you’re planning for your children’s education, preparing for retirement, or implementing tax-efficient estate and wealth transfer strategies, I provide personalized guidance designed to help you make confident financial decisions and achieve long-term success.
To get started, you can:
- Request a review of your current portfolio
- Set up a goal analysis
- Schedule a short introductory phone call or meeting to see if we're a good fit