There ought to be a better way to reach your goals.

Years ago, a friend of mine reached a financial crossroads and cashed out her retirement nest egg to cover an emergency. Little did she realize that she had options available that could resolve her issue while preserving the retirement lifestyle she desired. My friend is very sharp, but she didn’t have the support she needed when a tough situation reared its head.

People encounter challenges like this every day. And, sadly, it’s common for them to be treated like a faceless number. The companies they work with provide them an email address or 800 number they can call with questions, where a person they don’t know offers them help. Or there might be a website they can log in to where can search for the advice and answers they need, when a simple phone call would do the trick. Lacking a person who they trust who knows their full situation, they make the best choices they can – just like my friend did.

It doesn’t have to be like this.

My passion is supporting people in pursuit of their financial needs. I believe that most people are underserved by the professionals they work with. They want and deserve service from someone who goes the extra step to understand their situation and provides tailored advice that is as unique as they are.

That is what I provide in my branch every day. I want to get to know you and your situation. I want you to have a customized strategy in place that you can understand and feel confident in. And I want you to have a local number to call me at whenever any questions come up. Because life is full of surprises.

It all starts with a conversation, so give me a call; I’d like to know how I can help you.

Background:

I am a U.S. Naval Academy graduate who grew up in the Willamette Valley. After working with some great organizations, I sought a role that focused more directly on helping people succeed. It is this passion for helping others that ultimately brought me to Edward Jones.

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Volunteering
  • Gardening
  • Running
  • Outdoor Enthusiast
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 07:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
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