Since entering the mortgage business, I have consistently sought to push the boundaries of professionalism, financial education and proactive communication in my client engagements. By the end of my first decade in the business, I had originated over $220 million in residential mortgage loans.
In 2009-2010, I earned the Certified Financial Planner™ designation from the University of Portland’s Pamplin School of Business. With my additional training, I can provide a unique, comprehensive financial perspective for my customers.
I’m a member of the Financial Planning Association of Oregon and SW Washington. I serve in various capacities for the Portland Metropolitan Association of Realtors and the Oregon Association of Realtors. Plus, I volunteer time to teach basic fiscal literacy classes to 12th graders at Sunset High School.
I’m blessed to be married to my wife Tina, with whom I’m raising a daughter, Addie, and a son, Bennett.
Upon graduating from college in 2001, I traveled west to South Korea, China, Mongolia, Russia, Europe and home. When I returned, I literally opened a phone book and started calling financial professionals to see what line of work I wanted to enter. In addition to speaking with a couple mortgage loan originators, I spoke with financial advisors, insurance agents and bond traders. Ultimately, the mortgage path seemed right for me.
I am driven by the desire to bring a high level of financial competence and professionalism to households through the mortgage process.
I believe that an individual’s financial independence requires guidance from competent, ethical advisers to help navigate today’s complicated financial landscape.
Unfortunately, most households don’t have access to competent financial guidance and end up struggling for financial independence. Furthermore, many loan originators are more interested in making a commission than in educating their clients on the impact that their financial decisions will have on other aspects of their lives.
It was because of this desire that I obtained the CFP® designation in 2010, an important milestone of my career. As far as I know, of the nearly 4,000 licensed mortgage originators in Oregon, I am the only one who has attained this level of comprehensive financial education.
If I’m not at work, I am most likely with my family. While growing up, I was fortunate to have parents who were very active in my life, and I want to be able to provide the same for my children. I make it a point to be home every night by 5:30PM so I can eat dinner with my family. On the weekends, we do our best to head out for adventure!
Portland, born and raised.
First and foremost, I would like to be remembered by family as an active father and husband who committed himself to his family. Professionally, I want to be remembered as a person who always acted with integrity and who brought a high level of professionalism and competence to the mortgage industry.
This is a very difficult question, as there are so many places I’d like to travel. However, I have very fond memories of New Zealand. My wife and I were fortunate to take a six-month sabbatical in 2009, and we spent four of those months cruising around New Zealand. It is a very picturesque country with great people. I look forward to going back and taking my kids so we can tramp around down there.
In my senior year of high school, I was named to the first team all-state baseball team. I was also inducted into Cleveland High School’s Athletic Hall of Fame in 2009.