At Edward Jones, every strategy we offer and every solution we recommend is based on what is most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to work toward efficiently achieving them.

I joined Edward Jones in 2008 after just over five years as a naval officer serving on a nuclear ballistic missile submarine (USS Maine, SSBN 741, Gold Crew). I became a limited partner at Edward Jones in 2015.

To continuously improve my financial knowledge and skill set while at Edward Jones, I earned a Master of Science degree in personal financial planning from the College for Financial Planning in 2017. I also earned the Certified Financial Planner™ (CFP®)* designation in 2015, and a Chartered Financial Consultant™ (ChFC®) designation in 2021.

My wife, Sara, and I were married in 2002 and we have two daughters, one in elementary school and one in middle school. As a family, our favorite hobbies are snow skiing and traveling together. We love the Spokane community and actively participate in several local charities. We grew up here and greatly enjoy building our careers and raising our family in Spokane.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • LGBT Finances

My Personal Interests

  • Community Outreach
  • Reading
  • Spending Time with Family
  • Art & Theater
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

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