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Updates

Due to Covid-19 we encourage all clients connections to be by phone or prearranged Zoom meetings. If necessary, we can meet in person but all covid-19 protocols will be strictly followed.

If you are over 65 or will be soon, there sre some recent changes coming up with Medicare Supplements and Medicare Advantage plans. Annual Open enrollment is starting very soon . It is important to speak with a qualified Medicare representative to review and compare new options that may work bett...

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Testimonials

8 months ago
Best guy ever...
- Tyson G

Transition Strategies

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for family protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I am licensed to sell insurance in Oregon, Washington, Michigan,  and Arizona.

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Contact

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  • (503) 522-2723

Business Hours

Mon:8:00 AM – 5:00 PM
Tue:8:00 AM – 5:00 PM
Wed:8:00 AM – 5:00 PM
Thu:8:00 AM – 5:00 PM
Fri:8:00 AM – 5:00 PM
Sat:8:00 AM – 12:00 PM
Sun:Closed
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