Focus Areas
- Portfolio Reviews
- Retirement Income Strategies
- Business Retirement Plans
- Retirement Savings Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Outdoor Enthusiast
- Gardening
- Woodworking
- Home Improvement
- Pickleball
Team Members
- Megan BurnerSr. Branch Office Administrator
- Megan RiceSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(541) 926-3133Fax
(855) 464-7188Office Address
234 Ellsworth St SWAlbany, OR 97321opens in a new window
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