I have been a financial advisor with Edward Jones since 2000, and just recently celebrated 20 years with the firm. In addition to being with the firm for 20 years, I am a limited partner with the company.

Earned a bachelor’s degree in business from Western Oregon State University. In addition, I received the AAMS® professional designation in 2006.

My wife, Kari, and I have one son and two daughters. We have been living in Monmouth since 1993.

I have been active in business and civic affairs in Monmouth for many years. I am a member of Rotary, Monmouth-Independence Community Foundation, Western Oregon Finance Board, and First Baptist Church.

My branch office administrator, Carmen Lawrence, is always here to help with your needs. She and I work together to help ensure each client feels welcomed and valued.

I provide a highly personalized service to our clients and make sure they are not only listened to, but also guided to that next step in meeting their goals.

Reach out to us, we are here to listen to you and help you reach your goals.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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