Life is short. We all have 24 hours in a day to use as we see fit. I believe most folks want to plan for the future but just can't find the time to do it. Why do I do what I do? So you don't have to do it alone.

Having lived and worked in my community for over 50 years, I have gained a unique perspective on the local challenges you face and how to help you achieve your financial goals.

It's critical for me to understand what's most important to you. Only then can we create specific strategies to help you achieve your goals. I will also partner with you long term to help you stay on track. Wealth preservation strategies may involve life insurance and long-term care insurance – this is an area that is often overlooked and can have impacts on even the best thought out financial strategy.

I have a deep desire to help not only individuals but business owners as well. I understand your financial needs can be complex and specialized. That’s why providing specific business-oriented financial strategies is a process I take seriously. Working closely with you and your team of business professionals, I can help determine the most appropriate avenue for you and your business.

I am passionate about my community and giving back. I am a charter member and past president of Gateway Rotary, past Thurston County Chamber trustee and I am a graduate of Leadership Thurston County Class of 1994. In 2017, I was honored to receive the Edward Jones Spirit of Partnership Award for outstanding commitment to serving others in my community.

Working closely with my branch office administrator, Graciela Polley, we strive diligently to provide our clients with prompt and individualized service.

My wife, Anne, and I have been married for 37 years. We have three grown children and a new grandson. Thankfully, they all live in the area. We enjoy riding our motorcycle, traveling and spending time with family and friends.

Please contact me to begin planning your future and securing your legacy.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Motorcycles
  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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