My Practice

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

My client's backgrounds are as diverse as their needs but usually the people who find the most value in our service fit into three main areas.

1. Business Owners
2. Famers and Ranchers
3. Life Transitions
Marriage, Birth, Career, Death, Divorce, Widowed, Retirement and more.

I'm inspired every single day by the people I'm so lucky to work with and meet. My Branch Office Administrator, Luisa Bauer, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the community of Sandy and are eager to help more people.

You’ll find we both have a strong commitment for personalized service. That starts with understanding what’s important to you, walking you through our established process to help you achieve your goals, and regular check−ins to help make sure you stay on track.

My Background

I am a native Oregonian and even though I have lived in many areas across the state, I settled down with my family on a hobby farm in rural Clackamas County, less than 10 miles away from where I was born and raised.

I grew up working in agriculture and, after serving four years in the Navy, I came back to Oregon to start a career in machinery. I spent several years working for major corporations like Deere & Co. and Cummins Inc where my drive for superior service to my clients and attention to detail brought me the kind of success that had me spending more nights in hotels and airports than I did with my own family. My move to Edward Jones more than three years ago not only brought me back to spend more time with my family, but also meant that I could use my skills to help my friends and neighbors build their financial security rather than helping large corporations improve their profits.

My wife, Jessica, and I have three kids, Madison, Caleb and Walter. Our children are active in sports and 4H. We are active in the community; I am proud to be a member of the Sandy Area Chamber of Commerce and support Country Christian School Sports and the Clackamas County Junior Livestock Auction.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Farming
  • Gardening
  • Hunting
  • Traveling
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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