As an Edward Jones financial advisor, I help organize wealth, build wealth, protect wealth and transfer wealth for a select group of families and businesses.

Our team uses an established process to understand what is important to you. Each time we meet, we review your goals to make sure they are aligned with your investments, and we will team with your CPA, attorney and other professionals to help you build long-term financial strategies. Our goal is to help clients simplify and clarify their financial lives, and we're committed to helping people from all walks of life, especially those whose lives have been touched by someone with special needs.

I am an active participant in the community on both a personal and professional level. I am an ambassador for the Spokane Valley Chamber of Commerce and North Palouse Chamber of Commerce, and am involved with Joya Child & Family Development Center, Free Rein Therapeutic Riding, Boy Scouts and our local parish church.

My wife, Teresa, and I are proud parents of two very active boys. We spend much of our free time attending sporting events, Boy Scout outings and countless school activities. I enjoy fly fishing, an occasional round of golf and cheering on EWU football on the red turf!

Please consider connecting with my team if you:

* Are retired or are nearing retirement and looking for help
managing your future cash flow

* Prefer conducting business face to face rather than through a
call center or website

* Would like to be well prepared for the unexpected

* Are concerned about the rising costs of education

* Are a business owner who is looking for tax strategies that could
help with your bottom line

* Could benefit from information about special needs financial
strategies

* Are looking for a new professional relationship with a financial
advisor due to a growing family, divorce, death or other
life changing event

Email: [email protected]
Tel: 888-928-2175

Office Information

Office Address

13221 E 32nd St Suite 4 Spokane Valley, WA 99216

Office Hours

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

Branch Team

Request an Appointment

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