I was born and raised in Portland, Oregon. Each year, my family and I would spend several weeks hiking and camping in the Cascade Range and throughout the Pacific Northwest. Following high school, I pursued a college degree at the University of Oregon, receiving a Bachelor of Science in Psychology and Fine Art. After graduation from U of O, I began my career in financial services. I worked as a licensed insurance agent for several years, concluding my insurance career with State Farm.

Shortly after starting an MBA program, majoring in corporate finance, I was recruited by a financial advisory firm. After several years working for a national company, I was dissatisfied with their primary focus on revenue and asset growth and their one-size-fits-most approach to financial advising. I felt they weren’t looking out for my clients’ best interests. Soon after my decision to move on, I accepted an offer to work in retail banking growing relationships with high-net-worth clients. While this decision had brought me to Roseburg, Oregon, I had to temporarily shelve my advising license.

Most recently, I have joined a wealth management firm that puts its clients’ interests first. I am honored to be a part of a fiduciary Registered Investment Advisor (RIA) firm that is dedicated to taking care of all facets of clients’ financial lives. Our three-person team works with ultra-high-net-worth clients, personally overseeing $270MM in assets under advisement. We advise clients regarding in-depth tax planning strategies, concentrated equity positions, philanthropic planning and wealth transfer strategies. My next goal is to pursue a Certified Financial Planner (CFP) designation, which typically takes 18 months to two years.

My wife, Cherie, has a background working with disadvantaged youth in the school system. She has seen firsthand how children growing up in socio-economically challenging situations are impacted by a lack of resources, both physical and mental, that lead to making bad choices. Early on in her career Cherie realized she may be the only one on a daily basis to make a positive impact in a child’s life. Recently, however, Cherie decided to go back to school and has begun pursuing an education in physical therapy.

Personally, Cherie and I have a blended family. We have six kids, four girls and two boys. The oldest two girls are in college, the third oldest is a recent high school graduate. At home, we have Jake who is a junior at Roseburg High School, and William and Bree who are in 8th grade at Joseph Lane Middle School. Jake is currently involved in soccer, while William enjoys basketball most and is involved in National Junior Honor Society, and he and Bree are finishing up cross country. Cherie and I enjoy traveling. Cherie has traveled all over the world, including Africa, Egypt, Russia, and Western Europe. I continue to have a love for the outdoors and enjoy every chance I get to hit the trail.

I have spent nearly three decades volunteering my time to my community, giving back, and trying to make a difference. Before moving from Medford, Oregon, to Roseburg I was briefly involved with the Rotary Club of Medford. My entire life, I have been surrounded by people who have cared for there community and given of their time. I am very excited for the vision Cordell has for Thundering Water and hope to provide insight and guidance that can prove useful in bringing it to fruition.

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Thundering Water

1813 W Harvard Ave. Suite 448

Roseburg, OR 97471

For further details and questions please call or email.

541-680-8833 info@thunderingwater.org