Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community. I joined Edward Jones because I discovered their core values aligned with mine.

My career began in 2000 after graduating from Washington State University with a degree in Finance. As a personal commitment to those I serve, I obtained the CFP®, CRPC™ and AAMS™ professional designation/certifications.

When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Helping you develop a strategy for your financial priorities
• Identifying and helping to mitigate risks to your strategy
• Working with your CPAs, attorneys and other professionals to assist you with your goals

My wife, Kellie, and I live in Bellevue with our two daughters, Livia and Emma. They are passionate about horses and play soccer and basketball as well. We enjoy traveling and spending time with family and friends.

Ashley Milano joined the firm in 2021 and is dedicated to providing our clients with the highest level of service. She has a degree in Business and is engaged to be married in June. She loves spending time with her Corgi and doing Pure Barre.

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Golfing
  • Horseback Riding
  • Pickleball

Office Information

Office Hours

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

Branch Team

Email Me

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