I have known since childhood that I wanted to make a difference. I have known that I wanted the choices in my life to have tangible results in the lives of other people. In my early adult life, I worked hard for four years in retail and four in the insurance industries. After that time, I knew that I needed to pursue a career that would make a direct impact on my client's lives. I didn't want to just help them with a small portion of their financial picture, I wanted to help them form a personalized strategy and see it through to the end.

This is the desire that lead me to Edward Jones. Here, I found an atmosphere that allows me to partner with clients to help them discover what is important to them, and, using my established process, I can walk them through the rest of their lives to help make sure they stay on track.

I believe continuing education to be a vital role in this planning. I have recently obtained the Accredited Asset Management Specialist™, AAMS® designation*.

My wife, Tara, and I have been happily married since 2010. We have one amazing son, James, and his brother is on the way December 2020. As a family, we love music, reading Dr. Seuss, being outside and engaging with our community. When I am not working, I enjoy playing music, reading, writing and spending time with my family.

Janie Henderson is part of my team and has been with Edward Jones since 2018. She was born and raised in Metlakatla, and when she's not in the office, she is spending time with her daughter. She loves spending time in nature and the community.

Janie and I work closely together to provide a warm and welcoming environment. She will be your main point of contact when calling the office and will prepare you for your appointments.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Football
  • Movies & Entertainment
  • Music

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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