With over 16 years of experience as a financial advisor with Edward Jones, I am committed to helping my clients achieve their financial goals. I take pride in providing personalized solutions that address their unique financial situations. My clients come to me with needs that are as diverse as they are, and my process is centered on achieving their unique financial goals for their future.

Our process together begins with a comprehensive financial health assessment that identifies my clients' strengths and opportunities. This assessment helps me understand my clients' current financial situation to tailor a plan that meets their specific needs. Next, I work with my clients to create a strategy that builds on their strengths and addresses their main areas of concern. Most importantly, I identify what will motivate my clients to stick to their individualized strategy to achieve their goals.

I firmly believe that a goals-based approach is the best way to achieve financial success. By customizing a plan that is tailored to each client's unique needs, we can work together to help achieve your goals. Through education and coaching, I empower my clients to make informed decisions about their financial future.

To demonstrate my commitment to providing the highest level of service, I received my CERTIFIED FINANCIAL PLANNER™, CFP®, certification in 2011. This specialized certification has allowed me to deepen my knowledge of financial services and strategies to provide a higher level of service for all of my clients.

I am a native Oregonian and am passionate about my community. When I'm not in the office, you'll find me spending time outdoors with my wife and son, participating in activities such as golfing, fishing and hiking with our dog.

If you're looking for a financial advisor who can help you achieve your goals and maintain financial health, please reach out to get started today. I would be honored to be a part of your journey.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Sports Enthusiast
  • Fishing

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 Closed
Sun Closed

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