My interest in the world of finance began when I was just a kid - I remember seeing in the newspaper when the Dow hit 1000, I've been hooked ever since. But even more than my personal interest in finance, being able to help my clients reach their goals is the best part of my career as a financial advisor. I love being a part of our community and providing a needed service.

As a branch team, we support our clients by understanding what their needs are and how they feel. One of my favorite client stories is a man who came in because he was fed up with his job but wasn't sure he could manage to retire. Working together, we determined he could in fact retire and focus his time on things he cared about. This client left our office in tears knowing that his goal was actually in reach - that day was life-changing for both my client and myself.

We focus on helping individual, families and businesses with their retirement planning, estate/legacy strategies and preparing for the unexpected. For business owners, I will work with their CPA to help with cash management and tax-mitigation opportunities. For widows or divorcees, we help them navigate finances on their own and stay on track over the long term.

Lori, my branch office administrator, is starting her 12th year at Edward Jones and has 16 years in the industry. Lori is a veteran, belongs to the 40et8 club and is a member of Kristmas Town Kiwanis. She is married and has a daughter.

I have been a financial advisor for 10 years and have earned my AAMS® and CFP® professional designations. I have been married to my wife, Angela, for 22 years, and have two girls, Maddie and Emmy, that are 19 and 17 respectively. I love to golf and ski. I am a member of the Shelton Kiwanis Club.

We strive to provide a clear explanation of investments and costs, as well as timely market updates to our clients. We look forward to helping you move toward your financial goals - stop by our office or give us a call to get started.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Skiing
  • Football

Office Information

Mailing Address

P O Box 1186 Shelton, WA 98584

Office Hours

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

Branch Team

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