At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Working closely with you and your certified public accountant, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

I grew up on our family cattle ranch east of Prineville, Oregon, that was homesteaded by my grandfather. Our family operated the ranch for decades and still has deep roots in central Oregon.

I earned a bachelor's in business administration, majoring in marketing, from Pacific Lutheran University in Tacoma, WA. In 2002, I began my Edward Jones career as a financial advisor and have enjoyed serving our firm by volunteering as regional client solutions leader, recruiting leader and performance leader. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2022, and I received the AAMS™ professional designation in 2008.

I'm the proud father of three girls aged 23, 19 and 16. I am an active member of the community, serving on the board of the Friends of the Lake Oswego Library, and as past/incoming president of Lake Oswego Lions Club. Our office supports local causes such as the Northwest Housing Alternatives Lake Run, Lake Oswego Arts Council, Oregon Lions Sight and Hearing Foundation, NAMI Clackamas, the Alzheimer's Association and Friends of Luscher Farms.

My branch office administrator, Kelly Hobson, joined our team in 2018. Kelly has lived in Beaverton since 2005 and loves the Pacific Northwest. She is active in the community and is a member and past president of the Cedar Hills-Sunset Lions Club. Kelly strives to provide you with the highest level of service possible. Please call her with any questions about your account.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We look forward to hearing from you.

Focus areas

  • College Savings
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies

Office Information

Mailing Address

P O Box 198 Lake Oswego, OR 97034

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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