In 2001, I moved to the Rogue Valley with my wife, Kelly, and our two daughters to start a career with Edward Jones as a financial advisor. Our family has grown to six children, two sons-in-law and, arguably, the three cutest grandkids I've ever seen. My own evolving plans and family experiences have also helped me become a better financial advisor to my clients and their families.

Each of us wants to have an impact on the important milestones of our family members. Important events such as educations, weddings, retirement, long-term care and family legacies are important to prepare for. Navigating the options for reaching our goals can sometimes be daunting as we try to evaluate the size of the need, the risks, the time horizon and the tools available for us to use.

My clients and I work together to identify their most important priorities. We then work to come up with personalized strategies that will help them realize the goals we've set.

Because our priorities evolve over time, it’s important to reevaluate our progress and make sure we’re still moving toward the goals that are most important to us today. Partnering together with my clients for years helps us make adjustments as needs change.

I work with two great partners in my business, Cara Hornbeck and Sarah King. We love getting to know our clients and learning their family stories. Helping our clients in the ongoing chapters of their lives is incredibly rewarding. If you’re looking for a financial advisor to assist with that, let us know and we can figure out a time to talk and see if we can help you.

When we’re not in the office, we follow our own passions. Cara and her husband, Jeff, love wandering the hills of the Rogue Valley. Sarah loves spending time with her dog who doesn’t understand why he has to have a bath every time he plays in the mud. I love to listen to music with my family, watch my kids in their sports and orchestra events, hike around Cathedral Hills, play games and slowly try to learn how to woodwork.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • History and Museums
  • Reading
  • Baseball
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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