As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what is important to you and your family. Whether you need advice with saving for retirement, estate & tax planning, life insurance or funding educational needs, I am here to help. I am inspired in all I do by the success of others reaching their goals.

Originally from Washington, IA, I moved to St. Louis, MO in 2001 to accept an offer to join Edward Jones as a trainer for financial advisors. I became a limited partner with the firm in 2004. Later transitioning as a compliance officer for 12 years had allowed me to travel the country working with individual Edward Jones branches. Through that work, I came to love the west coast and seized the opportunity to relocate to the beautiful town of Brookings, OR as a financial advisor in 2019.

I love the small rural community and all that it offers. I am an active member of the Rotary Club and enjoy volunteering for the Nature's Coastal Holiday Festival of Lights. My partner, Jill, and I enjoy hiking, walks on the beach with our dog, Grappa, along with traveling. I enjoy the outdoors, am a runner and an avid cyclist and ride as much as possible.

My branch office administrator, Lorie Botnen, has four years of experience with Edward Jones. She and her family have lived in Brookings since 1995. She prides herself in partnering with me to provide the highest level of service to our clients and prospective clients.

We are fortunate to partner with many families as we work together to review strategies and help them reach their goals. Together, we help people achieve what matters most.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Cycling
  • Outdoor Enthusiast
  • Pets
  • Cooking
  • Traveling

Office Information

Mailing Address

Po Box 7649 Brookings, OR 97415

Office Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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