As a young child, I would listen to my parents discuss their work with Edward Jones. What I heard most frequently were conversations regarding how deeply they cared for their clients and how honored they were to partner with them throughout their lives. My parents spoke of meeting client's children and being a part of milestone events. Their true joy was in helping people live out their dreams by assisting with financial goals. This is how I developed my passion for finance and found that Edward Jones was the family and firm where I could put my passion to work.

I have been an investor with Edward Jones since I was 12 years old. After graduating from the University of Washington with a bachelor's degree in mechanical engineering, I worked in our Edward Jones Tempe, AZ headquarter office. After completion of an intense college graduate training program, I returned to Bremerton to partner with clients and craft personalized strategies to help them achieve their financial goals. It is very important that we make a positive impact and provide timely service to all the people we serve.

Outside of work, I have a passion for volunteering. I enjoy giving back to the community and forming relationships in our local Rotary club. I also recently joined my HOA board and the worship team at our local church.

My favorite hobbies are hiking, board games, playing guitar and spending time with my family and friends. The thing that brings me the most joy is spending time with my wife, Claire.

My Branch Office Administrator is Paul Thorpe, who has over ten years of customer service, sales, client and account management experience. He has also worked in the securities industry. He is available for any potential needs or questions and also maintains our office calendar for appointment scheduling. He is married to his wife, Angelica, and they just recently celebrated their two-year anniversary together.

To learn more about how my team and I can help you achieve your financial goals, please call our office or send us an email.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • New Investors
  • Military Professionals & Veterans
  • Insurance & Annuities

My Personal Interests

  • Personal Fitness
  • Hiking
  • Music
  • Real Estate
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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