In 2002, I began my Edward Jones career as a financial advisor in Mount Vernon, WA. I became a limited partner with Edward Jones in 2007 and general partner in 2020. I was named a regional leader in 2017 and am responsible for helping the firm lead and support over 75 financial advisors in the area. My favorite part of my work at Edward Jones is partnering with our clients to achieve their goals and then seeing the impact that success has on their families and the community. Many of those family members, in turn, have become clients as well.

I have been married to my wife, Sarah, for 21 years. Together, we are busy raising our three children. As a family, we enjoy youth sports, traveling, camping and spending time with family and friends. When I'm not at work, I spend as much time as possible helping coach or support my children's activities.

I have been active in business and community activities for 21 years. This includes being a member of the Mount Vernon Rotary Club and serving as president in 2016. I am also an active member of the Skagit Valley College Foundation board of directors and have served in that capacity since 2016, currently serving as finance committee chair. I have volunteered as a youth athletics coach for our local football and baseball teams since 2000.

I'm so grateful to be a part of this community. I look forward to serving current and future clients at Edward Jones for many years to come.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Fishing
  • Camping
  • Coaching Sports
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

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