My kids are the center of my universe! There is no greater joy then being a Dad of two smart, talented and loving sons. That is and always will be the most important thing in my life. A close second is my career as an Edward Jones financial advisor in the lovely seaside community of Port Townsend. It is here that I have the privilege to serve my clients. I am excited about arriving at work each day to partner with clients to achieve their financial goals.

In 2011, I was introduced to the possibility of a career with Edward Jones. I was impressed with the company's strong core values, with an emphasis on personalized service and a team approach to serving the clients. The training and support from the home office provides a financial advisor, who is willing to work hard, the best chance to succeed. I was convinced and made the commitment. I was off and running in my dream career!

I am grateful for the opportunity to raise my sons in this wonderful community with strong, small-town values. I enjoy the comradery and support of other local business leaders in my activities with Kiwanis and the Elks Lodge. But most of all, I love making a difference in the lives of my clients the Edward Jones' way.

My branch office administrator, Becky Mulligan, has been with Edward Jones since 2003 and joined my branch team when she moved to Marrowstone Island in 2018 with her husband.

As a team, Becky and I work with clients who are preparing for or living in retirement, who are engaged in managing their financial goals and who value a relationship with a trusted advisor in that effort. Our mission is to understand what is important to you, use a proven established process to build your personal financial strategy and partner over the long term to keep you on a successful path to your future.

Our downtown office affords us a daily view of Port Townsend Bay and the Olympic Mountain range. Drop by and soak in the view!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Home Improvement
  • Golfing
  • Music

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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