As one of eight children and the son of a career Naval Officer, I learned the importance of saving for the future and started saving a portion of each paycheck for college beginning with my first job at Yesterday's Restaurant in Chelan. My wife and I were raised in the Chelan valley. Shortly after graduating from Washington State University, we moved back to the community to be closer to our families and friends. I have worked in finance since graduating from college; first as a loan officer, then a senior personal banker, and then a bank manager. I started my career as a financial advisor with Edward Jones in 2006 when I realized that I could have a bigger impact with families in this capacity.

My family and I have a passion for the great outdoors where we enjoy hiking, camping, skiing and sports. Giving back to this community is something else that I enjoy and have been able to do so by coaching youth soccer, as a leader in the Boy Scouts of America, board member for the Lake Chelan Boat Club and board member for the Lake Chelan school District.

My purpose has always been to serve others; that's why my role as a financial advisor isn't just a job or a title, it's a passion. By getting to know my clients, their goals and priorities, I can help them plan for and work towards their lifelong dreams. A favorite part of this planning is assisting clients with their legacy plans and charitable giving and witnessing the impact in our valley.

I have three children that attend the Lake Chelan School District they are 16, 14 and 12 years old. My wife and I have been married for 19 years and she is the librarian at Morgen Owens Elementary.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Bowling
  • Golfing

Office Information

Mailing Address

P O Box 2505 Chelan, WA 98816

Branch Team

Email Me

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