I focus on establishing long-term relationships with high-net-worth individuals. Prior to joining Umpqua Investments in November 2009, I worked for Smith Barney for 13 years. I also owned several businesses and spent six years competing on the professional tennis circuit. I maintains My FINRA ...more

I focus on establishing long-term relationships with high-net-worth individuals. Prior to joining Umpqua Investments in November 2009, I worked for Smith Barney for 13 years. I also owned several businesses and spent six years competing on the professional tennis circuit. I maintains My FINRA Series 7, 63 & 65 licenses and I am insurance licensed in Oregon, Washington, and California. I attended Texas A&M, where I played tennis. I have three children, Brett, Ashley, and Andrew, and I enjoy tennis, boating, and fishing.less