I'm the jack of all trades here at Pilot Rock, and I primarily handle the in-person contact for our Grants Pass office. On any given day, you can find me helping with new client onboarding, account transfers, assisting with 401(k) or retirement account questions, supporting financial planning processes, or providing notary services—really whatever our clients and advisors need to keep things running smoothly.
I've been with Pilot Rock for four years now, and I'm excited to continue growing my career in this industry. I'm always up for a challenge and genuinely enjoy learning new things that can make life easier for both our clients and our advisory team. There's something really satisfying about figuring out a better way to handle a process or finding a solution that saves everyone time and stress.
At home, I'm married to my high school sweetheart of more than 15 years, and we're kept busy by our two kids and two energetic pups. Being born and raised in Grants Pass means I have deep roots in this community, and I love that I get to serve the people of the Rogue Valley and beyond.
I'm somewhat of an introvert in my personal time, happy to find a comfortable spot and read a good book, but also passionate about the great outdoors and anything that brings my family together for a good time. Whether we’re at the golf course, spending time fishing on the river, enjoying a day at the coast, or just snuggled up watching a movie, those moments when we're all together are what matter most to me.
That same spirit of bringing people together and making sure everyone feels taken care of is what I try to bring to my work every day. When clients come into our Grants Pass office, I want them to feel like they're being helped by someone who genuinely cares about their success and is willing to go the extra mile to make sure their needs are met.