As a financial advisor with Edward Jones, understanding what is important to my clients has become my driving principle.

My goal is to partner with my clients for life, helping them to identify and define financial goals for every stage of life. These can include preparing for retirement, paying for education, preparing for the unexpected, living in retirement, estate considerations and others. With well-defined goals established, together we can develop financial strategies that are specific to each goal. In doing this, I apply the same care and commitment I would in making my own financial decisions, drawing from a wealth of experience and resources to provide appropriate and timely investment advice. Finally, we meet regularly to review performance and measure progress toward financial goals on a consistent basis.

Prior to joining Edward Jones, I served as a Marine Corps officer for 20 years in several diverse capacities. After completing a technical master's degree in operations research at the Naval Postgraduate School in Monterey, CA, I spent the majority of the second half of my career conducting studies and analysis in support of defense programs and acquisitions. I apply many of the same analytic insights I gained through that experience in examining investment alternatives and developing solutions for my clients.

I live in Kingston with my wife, Amy, two sons, Sam (17) and Hans (14), daughter, Josie (12) and our Chesapeake Bay Retriever, Hank. In my spare time, I enjoy spending time in the great outdoors of the Pacific Northwest with my family and friends.

I hope that you would give me the opportunity to get to know you and demonstrate how I work with clients. Please feel free to send me a message via this website or call the office; I would be happy to talk with you.

Office Information

Office Address

19980 10th Ave NE Ste 203 Poulsbo, WA 98370

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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