My philosophy as an Edward Jones advisor is to take time to understand every client’s unique financial goals. In learning what is important to you, my team is able to use our established processes to partner with you throughout your life to reach your financial goals in a manner that you are comfortable with. My office prides itself on keeping all clients up to date with their financial picture through our mutually agreed upon personalized service model. This ensures that we meet all of our client's retirement, estate planning, educational saving and protection goals.

I am a graduate of the University of Washington and hold the CFP® designation.

I am a life-long resident of Washington state with established roots in Seattle. My wife, Elyssa, and I have one son, Bernd, and two stubborn yet adorable West Highland White Terriers, Gwen and Edin. In my spare time I enjoy soccer, baseball, basketball and furniture building.

I started my career at Edward Jones in 2007 to work one on one with individual investors. I've enjoyed every step of the way. I look forward to many more years in the financial services industry and helping many more people reach their financial goals.

Thank you for taking time to learn about me. My team hopes to meet you soon.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Soccer
  • Woodworking
  • Baseball
  • Basketball
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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