No aircraft would take off without a flight plan; no ship would set sail without a plotted course -- and it is my belief that no household can contemplate a successful financial journey without a comprehensive financial strategy. One-size-fits-all may be fine for some, but our team believes investing should be tailored to fit your needs, specific goals and long-term dreams. My career, in fact my passion, is to assist individuals and families in developing a financial roadmap and then guide them to reach their destination.

Developing a strategy is almost always less complicated and easier to do than most people imagine. In our office, we use an established process to discover what is most important to you and then build personalized strategies to help you achieve your goals. Once completed, we will continue to partner with you to help ensure you stay on track and make adjustments as life changes.

A little background on myself and my amazing team. I began my career with Edward Jones in 2014 and opened our branch office in Ponderay. I am a graduate of the University of Idaho and hold a bachelors degree in business and an MBA. My wife, Katie, and I are blessed to have two sons, Kyler and Kaiden. We are avid travelers and love to be outdoors. In addition, I am extremely involved in the local community, volunteering time with the Sandpoint Rotary Club, Food for Our Children and the Greater Sandpoint Chamber of Commerce.

My team consists of Debbie Doyle and Megan Jackson, two of the most incredible partners one could ask for. Debbie is our senior branch office administrator and started her career with Edward Jones in 2006. Megan, a Sandpoint native, joined our team in 2019 and has a background of customer service.

We are here to help you reach your desired financial destination. Please feel free to contact us to discuss your situation and options.

My Personal Interests

  • Outdoor Enthusiast
  • Community Outreach
  • Traveling
  • Art & Theater
  • Sustainability

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More