For over 12 years, I have been working in banking and investments, helping clients navigate and manage their finances. I joined Edward Jones in 2019 where I continue to help my clients reach their financial goals. I cover a wide range of topics, from preparing for retirement, saving for education, cash flow and liability management, to legacy and estate planning.
I take my time to explore what is most important to my clients both in the short- and long-term. By using a holistic approach to wealth strategies, I educate my clients and helps them to understand and evaluate their financial health. Through communication and building a true partnership, I create personalized, tailored strategies for my clients. I leverage Edward Jones’ thousands of professionals, advanced technology and financial products to help my clients reach their goals.
I am a proud University of Oregon graduate, husband and father of three. My family and I are actively involved in helping rescue animals and other charities in the area.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
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