Over the past 10 years, I have worked with individuals and businesses all over the country on developing financial strategies for short- and long-term goals. With a rapidly changing environment, I believe a personal relationship and deep knowledge of your goals is most important to a successful outcome.

As a financial advisor with Edward Jones in Redmond, OR, I partner with clients who value working with a team that knows them and their financial goals on a personal basis. We exist to serve the serious, long-term, individual investor and do so through the use of an established process that puts our clients' interests first.

Our clients benefit from a team that helps them organize, prioritize and simplify their wealth in accordance with their goals and time horizon, preserve their wealth from unexpected life events and create a strategy to transfer financial knowledge and wealth to their next generation. I also partner with your tax and legal professional to help you make the smartest financial decisions you can.

Our typical clients include retirees, business owners, physicians, working families with multiple goals and folks new to town looking for a local relationship. I have in-depth experience with company retirement plans and Social Security claiming strategies.

My wife, Libby, and our two young sons and daughter take advantage of all Central Oregon has to offer with our chocolate lab, Louie. I am involved in various community groups including the Redmond Chamber, Kiwanis Club International and as a board member of Redmond Economic Development Inc.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Cycling
  • Football
  • Woodworking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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