About Us

P: 971-414-6050
E: [email protected]

I have accomplished some significant things in life, but nothing compares to being able to convince my wife to marry me. We are now raising our kids right down the street here in Sandy.

I received my BA from the University of La Verne and a Master of Divinity degree from the Mennonite Brethren Biblical Seminary. During my decades as a minister, I often saw how money caused challenges in relationships. Money means different things to different people. As a financial advisor, I can help lead and guide clients to talk about finances and help them work toward a long-term plan. My experience working with individuals and organizations led me to better understand the needs of my clients.

I see life as a big adventure, something to do and not just something that happens. Envisioning retirement and growing your wealth is your adventure, and helping you get there is my job. I use a variety of tools to help you develop a strategy for working toward all your financial goals.

One fun fact: I entered a car race at the Roseburg Speedway and was winning by 3/4 of a lap but blew out a tire on the last turn. That was my first and last speedway race. My takeaway is that it doesn’t matter whether you feel like “you got this” or “I’ll never be able to make it,” there is always a way of finishing well before you get to the finish line.

At Kingdom Wealth Group, we are focused on you. The relationships we build with each of our clients are key. And in our view, meeting face-to-face, whether in person or online, builds strong relationships. I look forward to working together and learning more about you and your adventures.

P: 971-414-6050
E: [email protected]

I am excited about joining Sam to form Kingdom Wealth Group. Our partnership with LPL provides our clients with more options and choices to help fulfill their financial goals and dreams.

For those who do not know me, I am the proud father of three boys and husband to my amazing wife. In 2015, after spending ten years in the Marine Corps, I took my desire to serve to a new position as a financial advisor.

I have seen time and again what keeps clients from falling asleep at night. I have heard questions about having enough invested for retirement. They wonder if they will have enough to pay for college for kids or grandkids. Some clients also worry about what will happen to their family if they or their spouse passes too soon.

I’ve been there myself and understand their concern about providing for my wife and kids while also wanting to live a life filled with excitement and adventure.

The Kingdom Wealth Group wants to know what’s important to you. We’ll partner with you throughout your lifetime to help you achieve your long-term goals. Our process helps ensure that you get and stay on track on track to achieve those goals.

Call or email me to set a complimentary appointment today and let us get to work for you.

P: 971-414-6050
E: [email protected]

I love this job. In my nine years in the industry, I have seen how easing a financial burden can help keep families together. I enjoy working within the Kingdom Wealth Group. Our focus on our clients and supportive approach aligns with my values of God, Family & Community. Clients can count on my attention to detail and follow-up, strong organizational skills, and ability multi-task to get things done on their behalf.

I live on the mountain with my husband, a fourth-generation farmer, and our five kids. Outside of work, you can find me volunteering at my kids’ schools or enjoying the activities they are currently involved in.

If your finances are causing any disruption in your life, call me, and let’s schedule an appointment to talk. That simple phone call may make a difference in your overall financial well-being.

P: 971-414-6050
E: [email protected]

I moved to the Sandy community in December of 1989 and now consider it “home.” In early 2000, my husband had a good friend, a financial advisor here in Sandy, who was looking for an office assistant.

After some thought, I agreed to go in for a “visit” and have never regretted my decision to accept the job and stay. I enjoy my job so much; I now look to retire in the financial field as well. The individuals I get to assist each and every day bring me great joy. I consider them part of my “extended family.”

I feel fortunate to work with the Jared and Kingdom Wealth Group team. Their Christian values of putting the needs of their clients first align with my values of Faith, Family, and Friends. Collectively, we help our clients, family, and friends celebrate successes in their lives while working through financial challenges that may arise.

I am a widow who is blessed with three kids and eight grandkids! I enjoy reading, game nights with friends, bicycle and motorcycle riding, camping, outdoor walks, and an occasional quiet time.

When you stop by our office, please be sure to say hello!