I became a financial advisor to help clients develop strategies to achieve their life goals.

Understanding what's important to my clients is my main priority. The commitment I make to my clients is to be there through all of life's ups and downs. Once we establish your goals, I will regularly monitor your portfolio's performance and adjust your personalized strategies to achieve these goals, while keeping you aware of changes in the market or your investments. I strive to have you feel comfortable with understanding your finances, while partnering together to keep you on track.

I began my Edward Jones career in 1997 in Chicago as a financial advisor. In 1999 I was part of the Edward Jones Financial Career Development (FACD) program, which gave me the opportunity to develop the knowledge, skills and behaviors necessary to build a successful practice as a financial advisor. The next five years took me around the United States into many offices as a transitional representative. These offices were in transition and needed the care of an experienced financial advisor. In 2004, I moved to Portland to establish my own office with Edward Jones. I have served in a number of volunteer roles in this Edward Jones region, including field trainer, level coach, mentor, visiting veteran and new financial advisor trainer. Prior to Edward Jones, I worked on the floor of the board of trade in Chicago.

In addition to a bachelor's degree in economics, I have continued my professional development, earning the CFP® and CHFC® designations.

My most important job is being a caring and supportive husband and father to our three children.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Socially Conscious Investing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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