As an Edward Jones financial advisor, I enjoy the lessons I learn every day from my clients. I am grateful to be serving my community and cherish being invited to my clients' lives and sharing in important milestone events like weddings and retirement celebrations. The relationships I've developed with my clients are the best part of a great career.

As a branch team, we work primarily for a select group of highly successful people, who, among other things, are motivated to achieve financial security and independence. I use an established process to build personalized strategies to help clients achieve their goals as we partner throughout their life to help keep them on track.

When working with our office, our clients can expect to feel secure in the knowledge they've chosen a financial advisor, team and firm that can help them develop a well thought out financial strategy, along with a strong foundation of knowledge and education to make good choices along the way.

Our clients typically fit into a few key categories:

1) Divorcees looking to work with someone who is emotionally engaged and able to help them navigate complex decisions during a difficult time.
2) Successful professionals 5-10 years away from retirement who are looking for tailored advice and service.
3) Active retirees who share a common set of personal, financial and family-oriented values and are fully engaged in our process.

Our clients can expect incredible service and follow through from our branch team by people who know them, understand them and can anticipate potential needs.

On a personal note, I've been married for 30 years to my spouse, Heidi, and we have two young adult children. I've been a volunteer coach for the Issaquah High School Cross Country program and have served on the board of Issaquah Schools Foundation as well as Rotary.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Coaching Sports
  • Community Outreach
  • Cycling
  • Running
  • Traveling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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