I am a native Oregonian, born in Salem, raised in Corvallis and graduated from Oregon State University before moving to Portland in 1997. I joined Edward Jones as a financial advisor in 2003, working with clients in both the Northwest and North
Portland neighborhoods before relocating to a branch in Southwest Portland at Gabriel Park.

I received the AAMS® professional designation in 2007, CFP® certification in 2016 and ChFC® accreditation in 2020. I have a particular passion for working with my clients on life’s big and complicated goals, whether they are retirement objectives, sending children to college or leaving a legacy. Because markets, goals and life circumstances will change, I appreciate the challenge of creating a financial strategy that helps my clients reach their goals while maintaining flexibility and the means to adapt.

Lori came onboard as branch office administrator in 2013 and helps our clients when they have questions about their accounts while keeping our office organized and efficient. In April 2016, we moved our branch to the Water Tower building in John's Landing where we serve clients from around the city, state and country.

My wife, Tracey, is also an Oregon State alumna and works as a flight attendant for Alaska Airlines. We live in Garden Home with our sons, Grant and Malcolm. I enjoy spending my free time coaching their baseball and basketball teams or playing golf when Oregon's weather allows.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

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