My path to becoming an Edward Jones financial advisor was two-fold; I had an interest in the stock market since I graduated from college, and second, I had witnessed the experience my father had as an Edward Jones financial advisor. He told me, "I would never be more involved in people's lives then I would as an advisor," and that appealed to me. In 2009, I took over my father's branch that he started in 1998 and have been servings clients ever since.

I believe what sets Edward Jones apart from other investment firms are our values - our clients and their best interests always come first, and the actions we take reinforce those values time and again. I help my clients by listening closely to their desires to develop a specific strategy to fit their needs and goals. I take a systematic approach to ensure we cover all areas of their financial responsibilities. My clients can expect honesty, integrity and a few laughs along the way to reaching their financial goals.

Helping me to serve my clients is Diana, my branch office administrator. Diana has been with Edward Jones for four years. She makes sure all client information is up to date and accurate, schedules client appointments and processes all administrative needs. Diana is the proud mother of two, enjoys watching her kids compete athletically and is an avid camper. She has an accounting degree and is currently pursuing her MBA.

I have been married since 1993 to my college sweetheart, Phaedria. We have two college-age daughters. Outside of the office, I love to ski, backpack, travel and ride motorcycles. I have been serving on the board of Rebuilding Together Thurston County since 2018.

The relationships with my clients have grown us into a family - I look forward to every opportunity to spend time with these people I care for. One of my greatest joys is helping my clients go and do the things they dreamed about their entire lives, and I hope to help you achieve your goals as well.

Office Information

Office Address

3231 Willamette Dr NE Ste F Lacey, WA 98516

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 03:00PM
Tue 08:30AM - 03:00PM
Wed 08:30AM - 03:00PM
Thu 08:30AM - 03:00PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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