In 2008, I began my Edward Jones career as a financial advisor in Everett. Today, Edward Jones serves our community from 10 convenient locations.

I have attained the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decided to do.

My wife, Heidi, and I live in LA Conner and have two married daughters and two lovely grandsons!

Our senior branch office administrator, Shawna Karch, is dedicated to providing you with the highest level of service and making it easy to do business with Edward Jones.

Our Vision:
"We are dedicated to being the chosen team to provide comprehensive financial advice to our clients.

We are committed to delivering accurate, useful and timely knowledge to achieve superior service to our clients. Our success is measured by their satisfaction.

Our focus will remain on our clients' best interest, and we will tailor each recommendation to fit the financial strategy and help accomplish the goals of the families we serve."

Call us today: 425-267-9415.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • College Savings
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Woodworking
  • Music
  • Golfing
  • Home Improvement
  • Spending Time with Family

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

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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