Experience and Background
As your Edward Jones branch team, we believe it's important to invest our time to fully understand your needs and objectives before you invest your money. By taking a holistic approach to your financial situation, and by working closely with the other professionals in your life, we can help determine the most appropriate financial strategy for you and your family.
I began my career in 1986, joined Edward Jones as a financial advisor in 1992, and became a limited partner with the firm in 2000. I earned a bachelor's degree in economics from the University of Puget Sound and obtained the CFP® professional designation in 1990 and the AAMS® professional designation in 2006.
My family and I have lived in Gig Harbor since 1988, and in addition to serving in various volunteer roles with my firm, I am active in the community as a member of the Rotary Club of Gig Harbor and a trustee for the Gig Harbor Rotary Foundation. I also served on the Gig Harbor YMCA Advisory Council and the Tacoma Narrows Bridge Citizen Advisory Committee.
I could not do this alone. My branch office administrator, Kristynne Green, is committed to providing the highest level of service possible. We believe financial success begins with a full and complete understanding of your needs and objectives. Our recommendations are then based on that understanding. We deliver that service from a local and convenient location, backed by thousands of individuals supporting our office, to help you achieve your financial goals.