Member Proudly Supports: - Heartland Humane Society
- Arts Center
- Grace Center for Adult Day Services
Clarity is the key to making sound decisions. Our mission is to help people navigate the financial planning process with knowledge and confidence. We provide personal service, investment advice and education to develop a solid strategy and point you in the right direction.
Since our founding in 1957, Citizens Bank has become one of the most successful and stable community banks in the country. While many things have changed since then, we are most proud of what hasn't changed, our mission to provide superior financial services to our customers, to promote economic growth and stability in our communities, and to deliver outstanding value to our shareholders.
Member Proudly Supports: - Corvallis Montessori School,
- Heartland Humane Society,
- Young Professionals of Corvallis
- Uganda Youth Shelter
I am a financial advisor specializing in money management and retirement income stream planning, with an emphasis in the Public Employee Retirement System (PERS).
Offering Independent Advice for Comprehensive Long-Term Financial Solutions