As your Edward Jones branch team, our most critical task is understanding what is most important to you. We work closely with you and your CPA, attorney and other professionals, to collaborate and determine the most appropriate financial strategy for you and your family.

In 2002, I began my career as a financial advisor in Medford and became a limited partner with Edward Jones in 2011. I have earned a bachelor's degree in finance from Oral Roberts University in Tulsa, OK.

I received the CFP® designation in 2012. The Certified Financial Planner Board of Standards awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification exam and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the Code of Ethics and Professional Responsibility, and comply with its Financial Planning Practice Standards.

My wife, Brook, and I have six children and are in love with Southern Oregon. We enjoy being outdoors, bicycling, camping and traveling the globe.

My branch office administrator and business partner, Carly Johnson, is dedicated to providing you with the highest level of service possible. Carly has lived and been a part of the Southern Oregon community for over 20 years and began working with Edward Jones in 2018. Carly's passions include family time, crafting, being in the outdoors and having fun with the dogs. Carly earned a bachelor's degree in finance and economics from Southern Oregon University in Ashland, OR. Carly has also attained her Series 7 and 66 financial licenses.

We enjoy the challenge of complex strategies and use an established process to help you achieve success. We will partner together throughout your life to keep you on track.

Office Information

Office Address

4451 Brownridge Terrace Ste 101 Medford, OR 97504
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