For more than a decade, I've had the opportunity to serve as a partner and guide to my clients as they work toward a sound financial future. My priority is to empower clients by helping them turn aspirations into personalized goals and short-term decisions into long-term strategies.

The foundation of my work involves getting to know a client's story and what is most important to them in life; everything we do is built around this. Once I've developed a strong understanding of what matters most to my clients, we work together to create specific obtainable goals, including preparing for retirement, creating income in retirement, insurance and long-term care needs, as well as estate strategies. We will develop these goals into a long-term strategy, then regularly monitor and update it in order to stay on track.

Our team, which includes Sr. branch office administrator Andrea O'Malley, works with individual investors, families and businesses that value professional advice and want to stay engaged in their finances through open communication and regular reviews. Many of our clients have complex needs which benefit from our team approach and the tremendous resources. Using a holistic approach, we work with our clients' CPAs and attorneys to address all aspects of their finances.

From our office in Anchorage, AK, we serve clients throughout the state, including Palmer, Wasilla and Valdez, as well as many "snow-bird" destinations such as Arizona, New Mexico and Texas. We are lucky to have client families that span second and third generations. I am proud that I can call many of my clients friends, and that we share in many of life's important events, including birthdays, anniversaries and retirement celebrations.

Outside of the office, you can find me spending time with my family, wife Cassie (also a long-time Edward Jones financial advisor), and our kiddo. I enjoy downhill skiing, fishing, biking, soccer, boating and camping.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Skiing
  • Fishing
  • Mountain Biking
  • Wine Collecting/Enthusiast

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 - 01:00PM
Sat Closed
Sun Closed

Branch Team

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

Weekly market wrap

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

Learn More