Imagine calling your financial firm with a question or request and getting a familiar and friendly voice who is already knowledgeable about your situation and equipped with the resources to handle your request on the spot. No long hold times, no anonymous call center, no transfers to a different department. None of that happens here. Working with our experienced team is easy, personal, friendly and thorough. Isn't that what you want when you're dealing with your financial life?

I hold the CFP® certification and AAMS™ designation and have been helping families get organized for over 30 years. My son, Nick, graduated with a degree in finance from the University of Portland and will help us seamlessly extend our service to another generation of families. Kim Buley is the experienced Senior Branch Administrator who has handled all the details since 1998. Finally, the significant resources of Edward Jones bring the capability, tools and scale needed to provide the highest level of financial stewardship and comprehensive client service.

Our clients believe that a high level of personal service, a comprehensive approach and a partnership with an advisor who takes the time to understand their complete situation is the best way to live their financial life. We get to know your current situation and the future you want to create for yourself and those you care about. We then develop custom strategies to help you achieve your financial goals and stay in touch through the years to help keep you on track. If you’d like to explore what this experience could mean for you and your family, please reach out and schedule a meeting.

In addition to work, my wife and I are supporters of education and community. We've served on the board of our local school district foundation and the Rotary Foundation and been active with our local community college foundation. I've also served as a past president of the Estate Planning Council for SW Washington. We love to travel and explore and on weekends, we can often be found near mountains or lakes. In addition to our son, Nick, we are blessed to have our daughter, Emily, working in the healthcare industry right here in Vancouver. We love having our kids close.

We're accepting new clients and invite you to call or e-mail to connect.