When I graduated from college, I had a mission: help people accomplish something they wouldn't be able to do alone. I was approached by an Edward Jones financial advisor regarding a career in financial services and the ideal marriage was created. I now have the privilege of helping my clients with what’s most important to them. Together, we confidently develop strategies for every stage of life; saving for their child’s education, living a comfortable retirement and eventually the transfer of their wealth. A lifetime journey we take together.

I grew up in Kirkland, WA, attended Western Washington University (WWU) and graduated in 2006 with a BA in finance and a minor in economics. While at WWU, I was captain of the football team and received All-American honors. I've volunteered in Young Life for most of my life. My wife, Katie, and I have three children: Graham, Caden and Chloe.

My career with Edward Jones began in 2007 in Kirkland, WA. I received a Certified Financial Planner™ designation in 2015. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

In 2017, I became regional leader for the Eastside of Seattle. I support and guide more than 50 branch office teams; working as a liaison between them and the Edward Jones headquarters in St. Louis.

We have two branch office administrators dedicated to the support of our clients, Sarah Wade and Rhonda Baldwin, who have a combined 22 years of industry experience.

Our #1 goal is to support, educate and understand our clients, while making their lifetime financial journey personalized and secure.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Football
  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

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