Fred, a principal and co-founder, brings 27 years of experience to the organization, providing technical and practical expertise in the areas of financial planning, investment analysis and management.

Fred earned a Bachelor of Science degree in Economics from Oregon State University and a Master of Business Administration with a specialty in Finance from the University of Oregon. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Fred is a past president of the Walnut Street Securities Advisory Board, a past member of the Board of Directors of the Oregon Society of Certified Financial Planners and is currently a member of the Eugene Estate Planning Council.