I have been a financial advisor with Edward Jones since 2006. I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you, 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.

Originally from the Chicago area, I have been living in the Kent, WA, area since 1991. I am married to Sheri and we have three children. We enjoy family outings, running, reading, movies and community service projects.

I served in the United States Army Reserves from 1987 to 1995. During this time, I participated in Operation Desert Storm.

In 1989, I attained a Bachelor of Arts in European history from Calvin College in Grand Rapids, MI. Furthering my education, I achieved a master's in business administration (MBA) in 2006 through City University and the AAMS™ designation in 2011 from the College for Financial Planning. I hold a General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). I also hold insurance licenses in various states.

In 2017, I earned the CERTIFIED FINANCIAL PLANNER™ certification through American College.

Through Edward Jones, I provide highly personalized service. I strive to build a strong relationship where I can learn and understand my clients' unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Business Retirement Plans

My Personal Interests

  • Personal Fitness
  • Reading
  • Running
  • Spending Time with Family
  • Traveling

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 - 01:00PM
Sat Closed
Sun Closed

Branch Team

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