As an Edward Jones financial advisor, I understand that every client, family and business is unique. I believe it is crucial to understand your needs, goals and personal situation before any recommendation is made or any investment is considered. Just as important, I will keep you well-informed of your financial progress each step of the way. This includes reviewing your investment strategy and making adjustments as necessary, to help ensure portfolio integrity.

I received a bachelor's degree in business administration from the University of San Diego and studied international economics and French while attending the American University in France. I began my career in financial services immediately after graduating and now have over 30 years of experience in the industry.

Active in the community, I am a member of the Rotary Club of Issaquah, past board president of our community association and a volunteer at several nonprofit organizations in the northwest and beyond.

My wife, Deanne, and I have twin boys who graduated from Gonzaga University and a daughter who is a senior in high school. When not working, our family takes advantage of the numerous outdoor activities that Washington has to offer. You will find us out boating, hiking, playing tennis, golfing or skiing, depending on what time of year it is.

Our branch office administrator, Jessica Swartz, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning Edward Jones, our office or your account in general.

At Edward Jones, we are focused on you. Relationships are key, and in our view, meeting face to face builds strong relationships. We welcome the opportunity to learn more about you and explore whether we would be a good fit for your investment and planning needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

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