I have lived in northeast Seattle all of my life, attending View Ridge, Eckstein, Roosevelt and the UW.

My wife and I have three children and five grandchildren. I enjoy my Huskies (all sports) and Mariners. I grew up in this neighborhood, playing baseball from grade school all the way through college. You may have seen my name on the Roosevelt High School hall of fame and UW all-century baseball team.

How many people can say that they love what they do? I can - I truly love what I do. I get to help make a positive impact on my clients by helping them achieve their financial goals, while helping keep plans on track through organization and building. We further help clients protecting and transfer their clients' wealth to loved ones or philanthropically through estate and legacy strategies.

Not only do I get to work with the best clients, I have been given the opportunity to assist and mentor other Edward Jones branches in the U.S. and in Canada.

We care so much for the relationships we have built with our clients and their family members - it is an ever-growing family.

We want to learn what is most important to you, and then partner together to help you get there.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Charitable Giving

My Personal Interests

  • Baseball
  • Football
  • Photography
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing
Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More