Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

In 1999, I began my Edward Jones career as a financial advisor in Tumwater. I earned a Bachelor of Arts degree in finance from Western Washington University in Bellingham, WA. In addition, I received the AAMS® professional designation in 2004 and the CFP® professional designation in 2012.

I was named a regional leader in 2016, and today I am responsible for over 60 financial advisors in an area encompassing the south Puget Sound. I became a limited partner with Edward Jones in 2006. In addition, I was named a principal with the firm in 2017.

My family and I make our home in Olympia. I have been married to my wife, Jennifer, for 16 years and we have two children, our daughter, Lexi (10), and son, LJ (7). I am an active member of the community, serving as a current member and past president of the Tumwater Rotary.

Our team consists of Sr. Branch Office Administrators Cindi Mitchell and Denise Schoenberg who have over 37 years of experience combined and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to reach out to us with any questions you have.

Relationships are key, and in our view, meeting face to face builds strong relations. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Personal Fitness
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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