As an Edward Jones financial advisor, I want to understand what's important to you. My joy comes from helping clients achieve their goals.

When we work together, I use an established process that seeks to understand where you are and where you want to be. Great questions, your responses and active listening are central to my approach. Complex planning situations that may involve special needs planning, estate strategies or socially responsible investing are areas of focus.

But it won't just be you and me. I work with a great teammate in the office, Liz Johnson. She has years of experience in customer service and serves as a senior branch office administrator. She and her husband, Dirk, have two German Shorthair Pointers. They have a great garden (and share tomatoes generously).

In addition to the two of us, thousands of people and advanced technology support our office to help ensure you receive the most current and comprehensive guidance. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

At Edward Jones, community service is central to our culture and to my practice. Currently, I serve as a governor-appointed director of the Development Disability Endowment Trust Fund. For decades, I've served in the Walla Walla Valley. I enjoy volunteering with local nonprofits to develop their strategic and fundraising plans

My wife, Cyndy, are both Oregon State University graduates. Go Beavers! We are raising three daughters. Serving people with disabilities is important to us, too. My middle daughter has Down Syndrome. Cyndy is the executive director of the Walla Walla Valley Disability Network. Our family enjoys travel, particularly our National Parks.

We look forward to partnering together over your lifetime to keep you and your family on track with what's most important! Please contact us to discuss your situation and goals.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Socially Conscious Investing
  • Special Needs Financial Considerations

My Personal Interests

  • Track & Field
  • Soccer
  • Cooking
  • Traveling
  • Reading

Office Information

Office Address

206 S 3rd Ave Walla Walla, WA 99362

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu Closed for Holiday
Fri 08:30AM - 11:30AM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Request an Appointment

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