I became interested in finance at an early age. I noticed how money can affect relationships. Money does not provide happiness, but it does provide choices and opportunities.

As an Edward Jones financial advisor, I help my clients focus on their goals. I spend the time necessary with each client to find out what is most important to them. Our established process will allow us to develop personalized strategies to help reach their goals. I partner with my clients for life to keep them on track through proactive contacts and annual reviews. This process provides my clients with more choices to enjoy their life as they wish.

I earned a finance degree from the University of Washington, Foster School of Business. I started my career in commercial real estate development. I soon discovered my passion for investing for the long term.

I live in Woodinville with my two dogs. I love taking my dogs on a run every day (unless it's raining so hard the dogs tell me they'd rather stay home). I enjoy golfing and skiing. I'm an avid Seahawks fan and attend most games.

My branch office administrator, Gloria Largent, has over 10 years of financial services experience. Gloria enjoys spending time with her family, especially her grandchildren. She loves taking trips to the beach and mountains. On sunny days she cruises around in her 1969 Olds convertible. Gloria is dedicated to providing our clients with the highest level of service possible.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office. We will work together to develop a complete tailored strategy to help you achieve your long-term financial goals. Please call us today to schedule a visit.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Reading
  • Jogging
  • Golfing
  • Skiing
  • Board Games

Office Information

Office Address

14314 124th Ave N E Kirkland, WA 98034

Additional Hours

  • Evenings
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