Serving others and adding value is our mission. We are here to help you make the complex simple, set goals and partner with you over the long term to attain your goals. I focus on working with clients who are approaching retirement that need to get organized and desire to enter those years with a clear strategy, as well as young, high-earning professionals. We work with our clients' CPA or other tax professionals to integrate tax planning into everything we do. I earned my CERTIFIED FINANCIAL PLANNER™ certification in order to help better serve my clients.

I first learned about small business leadership from my dad, who owned and operated a local gas station and tow truck business where I worked every summer. After Curtis High School in University Place, I graduated from the U.S. Naval Academy in 2006. While there, I was fortunate to be a member of the varsity football team, participating on multiple bowl-winning teams. I then served my country for 12 years as a Marine Corps pilot, flying jets, deploying around the world and supporting service members on the ground. I returned home to take over my Edward Jones branch in downtown Steilacoom, WA, on the South Puget Sound.

When not at the office, I'm likely with my family, ideally enjoying time outside together. My wife, Jacqueline, and I are blessed with four children who love soccer, karate and biking. I currently serve as a board member of Steilacoom Kiwanis Club and also on the CTE Advisory Board at Curtis High School in University Place, WA.

I look forward to the opportunity to get to know you and be of service. Please call our office for a complimentary financial review, or just stop by; Let's talk.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Charitable Giving

Office Information

Additional Hours

  • Web Conferencing

Branch Team

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