As a native of Grays Harbor, I reside in Aberdeen with my wife, Janis, and our two sons. Our family enjoys staying active in local sports, clubs and organizations. I am active in the Aberdeen Rotary Club, where I oversee the Rotary Youth Exchange Program.

I hold an Associate of Arts degree from Grays Harbor College, a Bachelor of Arts in finance from Saint Martin’s University and hold the CERTIFIED FINANCIAL PLANNER™ certification. 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. I also hold the Series 7 and Series 66 registrations as administered by the Financial Industry Regulatory Authority (FINRA).

We focus on the branch team approach and believe it is important to invest the time to understand what you're working toward before investing 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 so you have more options when you retire, regardless of what you decide to do. Life and long-term care insurance are also an area of focus for my office. Understanding insurance and the value it can bring to your family can help you make informed choices about how to protect what's most important to you.

At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our offices so that we can help you reach your long-term financial goals.