When can I retire? Have I done enough to prepare? Is this a good time to retire? These are some of the most common questions we hear. Maybe you have wondered the same things. At Edward Jones, we help you navigate what, for many, are your most pressing concerns.

Planning for retirement is like planting a tree. You planted the seeds when you started your first IRA or participated in an employer retirement plan. You did the hard work of setting aside money from your paychecks over the years. Now, as your savings have grown, the work really begins. That's where we come in. We use an established process to examine what is most important to you and then implement a carefully crafted strategy to accomplish and protect those goals that make all your hard work worthwhile.

For many, finding a financial advisor sounds as enjoyable as a root canal! With so much at stake, how do you know who to trust? It is our goal to make the decision as easy and pain free as possible. Initial consultations and subsequent meetings are complimentary. This way, you can take your time, ask all the questions on your mind and make your decision at your pace. In short, you get time to consider if I am the right fit for you, and I get the time to decide how best to help you reach your objectives.

I have served our community as a financial advisor since 2009. My wife, Joy, and I have three perfect (yes, I am biased) kids: Ashton, Sam, and Abbie, as well as two occasionally perfect dogs, Charlie (Charles when he's in trouble) and Stella. We love to spend our time going for walks or hikes, cheering on our kids and rooting for the Ducks, Timbers and my favorite team, Chelsea FC.

I am committed to serving anyone in our community, no matter their needs or the size of their account. It has always been my belief that anyone who wants it should have access to financial advice and guidance. Many of my clients are blue collar workers and small business owners in every phase of life. No matter who you are, and what your background may be, there is a place for you here!

Focus areas

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

My Personal Interests

  • Running
  • Hiking
  • Soccer
  • Baseball
  • Genealogy

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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