Lake Oswego, Oregon
5285 SW Meadows Road
Lake Oswego, OR 97035
Toll Free: 855-638-0335
My Community Activities
Young Life Malibu Club, British Columbia
Given the clutter of market news and information, staying focused on your financial goals and objectives is not so easy today. However, I believe a big part of my job as your financial advisor is to help you concentrate on the goals that we have worked together to establish and keep you on track during market cycles of all varieties.
For me, it starts by establishing a deep and trusting relationship. I believe it is important to take time to get to know you, and to gain an understanding of your financial situation. From there, we will work together to build an investment plan designed specifically for you and your needs. My industry experience and insight allow me to take a comprehensive view of your financial holdings, while my accounting background enables me to zero in on specific issues as needed.
At the Pease Wealth Management Group, we intend to provide you with the holistic investment and planning advice that you need in an environment where you feel comfortable asking questions, testing an idea, or just stopping in to say hello.
My wife and I have three children. When I am away from the office I enjoy traveling and water sports.
Education and Credentials
University of Oregon (Eugene, Ore.) – Bachelor of Arts, Accounting