Experience and Background
I began my career in the financial services industry in 2005 and joined Edward Jones in 2017. As a science major in college, little did I know that I would find my calling in the most unlikely of places... Financial services! Now, more than 15 years later, I feel incredibly fortunate to have discovered a profession that brings me great personal fulfillment through service to others.

Our Client Experience
Our first priority is understanding what is most important to you. We believe in taking the time to truly understand your goals and values. I then use an established process to build your personalized strategies. Finally, we are committed to partnering with you throughout your life to help keep you on track.

The relationships that we have with our clients are built on mutual trust, personal interaction and exceptional client service. By focusing on what is important to you, our goal is that you feel understood, in control, informed and secure.

Our Team
Our branch office team is completed by Branch Office Administrator Andrea Gist. I also frequently work in concert with other professionals in our clients' lives (attorneys, tax professionals, etc.) to help deliver comprehensive and cohesive strategies.

Personal
I grew up in a suburb of Los Angeles, CA and attended college at UC San Diego, graduating with a B.A. in psychology and a B.S. in biochemistry. My wife, Kristie, and I live in Gig Harbor, WA and we have three children, ages 8, 10 and 12. Outside of family and work, I enjoy Brazilian Jiu-Jitsu, board games and community involvement. I am an active member of Rotary International and our office enthusiastically supports Toys for Tots with a toy collection drive each fall.

We are currently open to working with new families in our practice. We look forward to meeting you!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Board Games
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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