As an Edward Jones financial advisor with my two senior branch office administrators, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. We have an established process that allows me to build personalized strategies for our clients. All aspects of our business are aligned to help us understand and meet your unique goals and needs.

I started my career at Edward Jones in 2000. Over the years, Edward Jones has honored me with the 2003 Pacesetter Award, the 2004 Winner's Circle Award and the 2006 Century Award. I was recognized as a Financial Advisor Leaders Conference qualifier from 2012-2020. I qualified for the Managing Partner's Conference in 2021.

My credentials include earning my Eagle Scout in 1990. I was a member of the Phi Sigma Society at the University of Idaho where I earned my bachelor's and master's degrees. In 2009, I completed my CFP® professional designation.

Melanie, a senior branch office administrator, has been working alongside with me serving our clients since 2002.

Cheri, also a senior branch office administrator, joined the team in 2014 to help us provide you with the highest level of service possible.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Employee Stock Options
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Hiking
  • Camping
  • Basketball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:30PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat Closed
Sun Closed

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