At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.

As a baby boomer, I can relate to the challenges of saving for a child's college education, setting aside funds for retirement and transitioning elder parents from their residential home into an assisted living facility. My personal experiences, business and teaching background, and the support of the Edward Jones team gives me the opportunity to help facilitate and coach members of my community through these difficult choices and tradeoffs.

Before joining Edward Jones, I was commissioned as an Air Force Officer after graduating from the U.S. Air Force Academy. I served seven years on active duty, transitioned to a part time role at the Oregon Air National Guard and started a career at the IBM Corporation. I retired from the Air Force Reserves as a Colonel, with my last assignment as the Deputy Foreign Policy Advisor, Headquarters, European Command, Stuttgart, Germany. My 30-plus year career at IBM included assignments in client sales and managing a global consulting team.

I am married, with four adult children and several grandchildren. Barbara and I have lived in the Milwaukie, Oregon community for over 30 years. Barb was a preschool administrator at our church. I served as a youth coach in our local recreational soccer and basketball clubs. Volunteering at our schools and giving back to our community is an integral part of our lives. We enjoyed raising four children to adulthood in the beautiful setting of the Pacific Northwest. Family memories were made while camping, hiking and on trips exploring the Oregon Coast and mountain ranges.

I look forward to getting to know you and helping you achieve your financial goals. If you are interested in learning more, email me at [email protected] and we can start the journey together.

Focus areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Reading
  • Fishing
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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