Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough of an emergency fund? Do I have enough life insurance coverage for my family? If you're asking yourself these questions, you are not alone.

I was raised in small town Eastern Oregon by two business owners. One of the key lessons my parents instilled in me: Always give your best to those who entrust their business to you. Simple, yet often forgotten in this digital age where everything moves so quickly. As the years went by, I developed a passion for investments and wanted to pursue a career in the field. Edward Jones offered a culture where the client always comes first, something that contradicted my preconceived notions about the financial industry. That's ultimately what drew me to this firm, and I haven't looked back. My wife and I settled into a home (with our puppy, Han) and look forward to being in this area for a very long time.

My goal is to help empower those who are fearful, confused or unsure about how investing works. Once I understand what's important to you, I use an established process to develop a tailored solution to help you reach those goals. We regularly review your goals, making necessary adjustments as goals and the markets change. Along with my Branch Office Administrator, Dianna Smith, I will partner with you to help you stay on track with your plan.

There is so much noise out there today: your brother-in-law recommending stock picks, that social media "investment guru" offering to tell you how he got rich and can do the same for you, news networks ranting about how the market will crash and the world is ending. Cut off the noise and come on in. Let's develop a serious, long-term strategy that is personalized for you.

Financial discussions could include saving for retirement, retirement income strategies, estate considerations, business retirement plans, life insurance, saving for education and options for previous 401(k)s.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Baseball
  • Personal Fitness
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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