Investment Advisor Representative
I grew up in the San Joaquin Valley farming town of Tulare. Located right in the middle of California. Oddly enough, my family was never involved in the ag or dairy industry like much of the citizens of Tulare County. I am the middle child to my parents, Jeff and Shelley. After running their own business for thirty plus years they decided to move on and try something different. My father is an auto damage appraiser for a large insurance company and my mother is a local real estate agent. My older brother, Jeffrey, is two years my senior and still lives in Tulare having just finished law school. My younger brother, Ryan, is four years younger than me and also still lives in Tulare working for a small business in the neighboring city.
Growing up I was heavily involved in sports, specifically baseball, which ended up taking me around the world and eventually I received a scholarship to play at Fresno Pacific University. It was there, at Fresno Pacific, that I earned my Bachelor’s degree in Kinesiology. I aspired to become a college, or professional coach. While working as an office manager and estate planning specialist at a law firm I was introduced to Robert Larsen who encouraged me to pursue a career in financial advising. I began to research and study and eventually moved in that direction. I moved into his office and began working with him in June 2013 and have never looked back. I am a strong believer in continuing education and I am currently working on my Certified Financial Planner™ designation.
I am now located in Portland, Oregon and serve clients in Oregon, Washington, and California. In 3 ½ years I have worked on growing my book of business and continue to look towards additional opportunities. My primary client base has been in the healthcare or education sectors working with hospital nurses, doctors, or staff employees along with teachers and coaches.
In August 2016, I had the pleasure of marrying Robin Larsen, Robert’s daughter, on Oahu, Hawaii with or close friends and immediate family in attendance. Robert, once my mentor, is now my father-in-law and forever mentor. Robin and I enjoy working out, eating good food, hanging out with our friends and family, binge watching Netflix, and getting out and trying new things.