Along with my assistant, Yvonne, we are dedicated to understanding what's important to you and offering personalized investment strategies with a local presence.

Based on what you value, we will develop strategies to help you achieve your goals. I'll collaborate with you, your CPA, attorney and other key professional partners to help ensure you stay on track. My main areas of focus are retirement planning strategies, retirement income, business retirement plans and long-term care insurance.

I'm originally from Great Falls, Montana but my family and I have made Spokane our home for over 20 years. My wife, Kalista, and I have two sons, one at Ferris High School and one at the University of Montana. We are active in the community, including membership in the Northwest Whitewater Association, Team Blaze Triathlon Club and the Boy Scouts of America. I also serve on the regional leadership team at Edward Jones where I am responsible for our culture and compliance issues.

I graduated with a business degree from the University of Idaho and earned a Masters in Business Administration at Washington State. In addition, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation. The College for Financial Planning awards the AAMS® to individuals who successfully complete a professional education program, commit to its code of ethics and pursue continuing education.

Our branch provides highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Consultation is complimentary and with no strings attached. We look forward to meeting you and working with you to achieve your financial goals!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Active Lifestyle
  • Backpacking
  • Outdoor Enthusiast
  • Baseball
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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