I became interested in investing at age 14, when my grandmother passed away and left me some inheritance. My mom got me investing in stocks, and I've been interested in the financial markets ever since. I have been serving as an Edward Jones financial advisor since 1996, and over the years have earned my CFP® and AAMS® designations.

I like helping people define and achieve their financial goals, and seeing how a financial strategy impacts the lives of a family throughout generations. Being a financial advisor for over 30 years, I've had the opportunity to see the entire "life cycle" of a financial strategy: clients go from working to retirement, they have grandkids, some transition into assisted living and then the wealth transfer of their legacy when they pass on. It's a satisfying feeling to see the tremendous impact my work has on families, and to know that what I'm doing is important.

We partner with our clients using a proven process. We help clients by running an efficient office, with great teamwork and communication between myself and Lisa, my branch office administrator. We bring positivity and an 'eyes ahead' attitude to the office every day.

Lisa has worked for Edward Jones for four years, with 15 years of industry experience. She's very efficient and upbeat. She really enjoys getting to know our clients and solving problems. Her favorite 'out of the office' activities are spending time with her grandsons and being outdoors, especially hiking and photography.

Outside of the office, I've volunteered for several different organizations in my 24 years in the Puyallup area. I enjoy hiking, snow shoeing, water sport activities and traveling.

As an Edward Jones financial advisor, I've built a business serving a community which I care for deeply. I'm not only passionate about helping people meet their goals, but also uncovering other goals they may not have otherwise thought possible. I look forward to the opportunity to help you as well.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Hiking
  • Horseback Riding

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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