I was born in Pennsylvania but moved to Kirkland, WA when I was 10. I graduated from Western Washington University in Bellingham, with a Bachelor of Arts Degree. While in college I met my best friend and wife, Nancy. We moved to Vancouver, WA in 1998 to be closer to her family, she was born and raised in Vancouver.

In 2001, I became a financial advisor with Edward Jones and received the AAMS™ professional designation in 2004. My business partner is Sarah Beard. We have worked together since 2006. As a team, we make sure your investment experience is individualized and specific to your needs. We promise to focus on your goals, understand your risk tolerance and provide a comprehensive strategy to help you achieve your financial dreams. Together we provide frequent proactive contact with world class service.

In 2018, we attended the Drucker Conference. This recognizes the top 50 offices (out of over 18,000) in the firm for Client Service Excellence and Production.

We truly enjoy seeing our clients on a regular basis. In addition to semi-annual reviews, we host multiple social events throughout the year. It is one of our ways to have some fun and say Thank You!

Outside of work, we both spend most of our time with family and friends. Nancy and I have been married since 1993 and have one daughter, Gabby. I am a devoted runner and golfer, and we also love to travel. Sarah has been married to her husband, Chip, since 1995 and has two daughters, Ciara and Laura. They are avid foodies and Sarah loves to read.

Together we make a great team. We help clients transition from preparing and saving for retirement to enjoying their retirement years, as well as, planning their estate. We sincerely appreciate the confidence and loyalty families have entrusted with us. Please contact our office if you feel our relationship driven, individualized process is right for you.

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Running
  • Traveling
  • Art & Theater

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