DJ loves to discover and monitor investment opportunities. He is instrumental in crafting the various portfolios that are used for our clients’ investments. As a Wealth Advisor, DJ is passionate about serving our clients across the nation and providing guidance to help them pursue financial freedom.
He received his bachelor’s degree from the University of Oregon where he focused on economics and business. DJ enjoys the outdoors, sports and spending time with his son.
DJ is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.