I started my career in financial services in 2006 and joined Edward Jones in the summer of 2009 serving clients in Bend, Oregon.

As an Edward Jones financial advisor, I focus on learning what is most important to you and am passionate about helping others set goals. Working closely with you, your CPA, attorney and other professionals, we use an established process to help you build personalized strategies to reach your goals.

I was born and raised in Florida and moved to Bend in 1999. I am married to my wonderful wife, Shana Brooks, who is a physical therapist specializing in cancer treatment in Bend. We have an energetic son who loves life and we enjoy spending time together outdoors biking, skiing, hiking and kayaking. My wife enjoys trail running and Nordic skiing, and I try to keep up with her by competing in solo Pole Pedal Paddle events when time permits.

I am a past board member of the Bend Paddle Trail Alliance and former president of a local Toastmasters Club. Currently, I am a member of the Meissner Nordic board and enjoy helping my son's soccer coaches during soccer season.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's visit.

Focus areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Skiing
  • Community Outreach
  • Mountain Biking
  • Canoeing

Office Information

Office Hours

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

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