Born and raised in the Portland area, I started my career with Edward Jones in 2007 in Tualatin, Oregon. I like to say my roots go back further with the firm, when I first started investing at 12 years old.

I have a degree in finance and international business from Oregon State University. In addition, I hold the CFP® and AAMS® professional designations to more deeply assist my clients in areas of investment, retirement, insurance, estate and education planning, as well as adhering to the highest ethical standard.

Being involved in the community and within our firm is very important and rewarding to me. I have been an active member of the Tualatin Lions Club for 13 years, serving as president for eight of them. As a limited partner with Edward Jones, I am active with leadership and volunteer positions in areas of compliance, performance, mentoring and training financial advisors. I am a proud spouse and parent and enjoy fishing, camping, golfing and exploring the amazing Northwest with my family.

I am very fortunate to partner with Kris Hilgaertner, my Senior Branch Office Administrator, who joined our firm in 2013. She is also a limited partner and has served in several leadership and volunteer roles within the firm. She cares deeply for her clients and utilizes her experience and heart to focus on their needs. Kris moved to Tigard (via New Orleans, New York City and Atlanta) in 2000 where she and her husband have raised their two boys. Kris enjoys cooking a fine meal, singing and playing music, and keeping up with her rescue dogs.

As a team, our goal is to understand what matters most to you, and we utilize personalized strategies to help you identify and achieve your goals. With access to the most current and comprehensive industry resources of Edward Jones, we partner with you and your tax and legal professionals, to help you organize, build, protect and transfer wealth for you and those who matter most to you.

That is our story – we'd love to hear yours.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Camping
  • Personal Fitness
  • Fishing
  • Golfing

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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