About My Practice
We provide fee-only financial planning and asset management services for real people, going beyond the numbers year after year. You will like our practical and down-to-earth approach to business and life in general. Our expertise and proficiency is evident as we weave your tax situation, assets, liabilities, needs, goals, and dreams together as we develop recommendations and solutions just for you. We enjoy partnering with our clients over the long term. Business will always remain business, of course, but that doesn't mean we shouldn't catch up on life, share a laugh, or sometimes walk through a challenging season together. We are personable and genuinely interested in your life.
For over 20 years I have enjoyed assisting clients to improve both their current and long-term financial health in a variety of key areas. Keeping my tax preparation skills sharp lends itself well to the financial planning and asset management services I provide on a daily basis. See our website for more information about me and my three partners, Larry Glaze, John La'Gere, and Michael Blanchard.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Licensed Tax Preparer, Oregon Insurance Consultant
Considerations: Fees are negotiable. I offer “one stop” financial planning & asset management services as an Advisor of JGC Wealth Management, LLC. I offer tax preparation & planning services as a LTP/Staff Accountant with Johnson, Glaze & Co. P.C.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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