One of the most influential people in my life was a coach in college who taught me how to set goals, develop a process to work through each day and how to celebrate success.

After graduating college, I began a career helping others in the world of non-profits. Twenty years later in 2008, I had reached every goal I had set for myself and was at a crucial turning point. It was then a financial advisor approached me with a career changing opportunity to work at Edward Jones. One thing didn’t change – I am still doing what I love, helping others.

As a financial advisor today, I value the relationships I have with our clients. I am passionate about helping others identify their financial goals. I delight in seeing people develop a process they can work through to accomplish their goals. Ultimately, I love celebrating with clients when they have reached a milestone financially or accomplished a goal. In short, one of my greatest joys is seeing others succeed.

I work in partnership with Tracy Fisher. She has over 18 years of experience in the financial service industry and provides the highest level of service. Together, we enjoy working with clients who have complex goals like planning for retirement, creating income in retirement and wealth transfer.

In addition to my work with clients, I have been on a key leadership team helping financial advisors throughout the State of Alaska. There have been many highlights during my time at Edward Jones, but one that stands out to me was in 2018 when I received the Ted Jones Spirit of Caring award. This award is voted on by fellow financial advisors across the state and recognizes those who model the values, culture and spirit of giving back.

My wife, Kathy, and I have raised three children in Eagle River. We consider it our home and love spending time with our growing family that includes two grandchildren.

We look forward to the opportunity to get to know you and help you build a personalized strategy to reach your goals.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Traveling
  • Movies & Entertainment
  • Culinary Arts
  • Golfing
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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