At Edward Jones, every strategy and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

In 2017, I began my career at Edward Jones as a financial advisor in Monroe. I have been an Edward Jones client and active investor since the mid-1990s. I serve clients throughout the Puget Sound and across the country. The clients I work with are serious investors, and it is my job to create investment strategies to help them meet their financial goals.

I worked for The Home Depot for almost 25 years, holding various leadership positions from store level to the corporate headquarters. I held numerous operations and finance positions toward the latter half of my career.

I am a native of San Diego, CA, and my wife, Mandy, is a fifth-generation native of Monroe, WA and the Snohomish County Region. We enjoy the outdoors and attending local festivities with our three children. We are avid runners and participate in as many 5ks as possible throughout the year, where proceeds go to charity.

I am the President Elect of the Kiwanis Club of Monroe, WA, a member of the Evergreen Health Monroe Board of Trustees and the Monroe WA Chamber of Commerce, and support the Boys and Girls Club.

My branch office administrator, Dana Smith, and I are dedicated in providing you with the highest level of service possible. At Edward Jones, we're focused on you. The firm has thousands of home office associates and advanced technology supporting our branch so we can help you reach your long-term financial goals.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Thank you for allowing me to introduce myself. I look forward to assisting you with all of your investment needs.

Focus areas

  • New Investors
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Special Needs Financial Considerations
  • Insurance & Annuities

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Camping
  • Snowboarding
  • ATVs

Office Information

Office Address

14090 Fryelands Blvd SE Ste 223 Monroe, WA 98272

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 - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More