As a financial advisor, I believe it's essential to understand what's important to you and partner with you to help keep you on track. Working closely with you and your CPA, attorney(s) and other professionals, I can help you determine the most appropriate financial strategy for you, your family and your business. I can also help you with your retirement saving strategy, so you have more options when you retire, regardless of what you decide to do.

In 1980, I began my financial services career with a large bank. In 1993, I was hired by a national brokerage firm and became a financial advisor in 1994. I joined Edward Jones as a financial advisor in 2009.

I have been active in the local community for many years. I am a member of the Southwest Valley Chamber of Commerce, a board member of the Litchfield Elementary School District Educational Foundation and am an active Rotarian and past Rotary president. In my free time, I enjoy golf, tennis, biking, backpacking, travel, photography and spending time with my dogs.

Kate Jent, branch office administrator, is a PNW native. Outside of her career, Kate spends time with her husband and two children. They enjoy exploring, cooking and gardening, and she enjoys practicing yoga.

As a team, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

I am a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization. The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative and regulatory issues impacting individual investors.

Connect with me on LinkedIn.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies
  • Socially Conscious Investing

My Personal Interests

  • Backpacking
  • Golfing
  • Mountain Biking
  • Tennis
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 03:30PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

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