DJ is a Wealth Advisor with our firm. He is based in our Salem office, primarily working with our clients in the Willamette Valley. DJ is passionate about serving others and providing guidance to help clients pursue financial freedom.
He received his Bachelor's degree from the University of Oregon where he focused on economics and business. His past experience includes work in the customer service industry and assisting the Chamber of Commerce.
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.
A Eugene native, DJ enjoys the outdoors, sports, and spending time with his son.