As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is most important to you. Your family, goals and vision of the future will shape the way we work together.

My wife and I were both born and raised in Alaska. I attended the University of Alaska Fairbanks for my master's degree and graduated summa cum laude. In addition, I received the CFP® professional certification in 2018 and the ChFC® professional designation in 2021. My wife, Joanne, works as a veterinarian right here in the valley. We have two young children, Spencer (6) and Vivian (3), who keep us very busy. In my spare time, I love to do all things Alaska: hike, ski, fish, hunt, take our boat to the cabin and enjoy every season to the fullest. I am a member of the Palmer Chamber of Commerce.

I work very closely with my branch office administrator, Drewcilla Holifield. She works with me to help identify and execute the needs of our clients. Together, we serve multi-generational families, those who value advice and clients with complex goals. Outside of the office, Drew is an active member in the community. She serves on the board of directors for the Palmer Chamber of Commerce, Mat-Su Ski Club and as the vice president and principal clarinetist of the Mat-Su Concert Band.

Alaska is our home, and helping fellow Alaskans build, sustain and protect a work optional lifestyle is our passion. We look forward to starting the process of learning what is most important to you and your family.

*The CFP® certification is awarded to individuals who meet the CFP® Board's stringent requirements. To gain certification, a financial advisor must complete a CFP® Board Registered educational program, pass the CFP® examination and background check, and agree to comply with the CFP® Board's Code of Ethics and Standards of Conduct.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Fishing
  • Skiing
  • Hunting
  • Hiking
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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