Before coming to Edward Jones, I had the unique opportunity through my father-in-law and retired financial advisor, Bob Stewart, of seeing the relationships that he formed with his clients. The opportunity to build a community and environment within a work atmosphere where clients are more like friends is why I came to Edward Jones.

Each day, I am energized at the thought of helping my clients reach their financial goals, personal goals and family milestones. Keeping my clients on track to work toward these goals means knowing what is going on in their lives, their family’s lives and being there for them through both successes and hardships. When a client expresses thanks to our office for helping them achieve a goal, it reminds me of the positive life impacts I can have on their lives and their families.

Much of our team’s success is built on the hard work of my branch office administrator, Nicky Curran. Nicky, who has been with Edward Jones since 2011, is married and loves her family and her dog, Jack. Nicky’s passions are home improvement projects, traveling and spending time with family.

I’ve been married to my wife Lisa, since 1989. Lisa is retired and spends her time taking care of our home on Anderson Island and enjoying island living. We couldn’t be more grateful for our two children and son-in-law: Abigail, Isaac and Jordan. Abigail has her doctorate in physical therapy and practices in Tacoma, Washington. Our son-in-law, Jordan, is a middle school teacher in the University school district. Isaac is a budget analyst for the state of Colorado. Holly is our wonderful black lab.

My hobbies include boating, woodworking projects, fishing, traveling with my family and working on our home on Anderson Island.

Beyond work and family, I enjoy the opportunities to be involved in my community. Over the years, I have participated in a number of volunteer-based organizations such as Tacoma Rotary North, Proctor Business District, Tacoma Neighborhood Together, Hopes Sparks and the Jobb Carr cabin. Currently, I'm the board chairman for the Tacoma Yacht club.