As a financial advisor, I believe it’s important to understand your unique goals and objectives as we deliver on our office axiom; "Maximize the present without jeopardizing the future."

By earning the CERTIFIED FINANCIAL PLANNER™ certification*, the rigorous coursework provided me with a deep understanding of financial analysis, including taxes, insurance, estate considerations and retirement strategies, all of which helps me to create unique and personalized strategies to help meet your needs.

Whether you're trying to determine when you will become work optional, saving for a child's future or just trying to protect the financial future of the ones you love, we will work together to develop strategies to help you achieve your goals. We then monitor your progress to help you stay on track, making adjustments as your life evolves, all delivered with a high level of personal service.

This process has resulted in our team being recognized as a Next-Gen Best-in-State Wealth Advisors in 2022 by Forbes and SHOOK Research**. Our team, consisting of Lynn, Julie, Laura and myself, are here to ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney and accountant to deliver a comprehensive strategy that leverages everyone's expertise.

I joined Edward Jones in 2007, working from the firm's headquarters in Tempe, AZ. In 2009, I was asked to assume responsibility of an office in Tigard and later moved our location to the 2nd floor of the building at the corner of 99W and 124th Avenue in Tualatin.

When not at the office, I enjoy spending time with my family and friends. Most weekends, I am with my wife, Lauren, and our two children, Lillian and Lincoln. Frequently, we are with my parents and in-laws who also live in the area and are an important part of our lives.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
**Source: Forbes.com,8/3/2022; SHOOK Research data as of 3/31/2022