As an Edward Jones financial advisor, I believe you deserve highly personalized service tailored to your specific financial needs. My clients value deep, meaningful relationships – and so do I. I invest my time in understanding your needs, objectives and priorities.

The same year I earned my degree at the University of Washington Foster School of Business in 1999, I started my career at Edward Jones. In addition, I have received my CFP® and AAMS™ professional certifications. I have made it a priority to continue learning and educating myself for the purpose of better serving my clients.

I focus on helping individual investors work toward their personal and family goals. With each relationship, my goal is to allocate time to monitor my client's progress toward their goals; adjust the strategy when needed; inform them on their progress by reviewing and staying in contact; and help them navigate life over the long term. We assist our diverse clientele by helping them to organize, build, protect and transfer their wealth in the most efficient way to achieve their goals.

Many families we work with are also active in the community and are looking for ways to use their resources for altruistic purposes. In many instances, my staff and I work to connect clients with nonprofit groups and help them look beyond themselves to make an impact on their community, a sentiment very much rooted in their personal values and principles.

I am blessed to work in Shoreline, where I was raised and have lived for many years. I am past president of Shoreline Rotary and a past Hillwood Soccer board member, and I am an active member in the Shoreline community. When I am not in my office, you can find me spending time with my family at their school functions, involved in community activities and at sporting events.

You deserve to work with someone you trust to help you make sense of investing, and someone who can help you feel confident in reaching your financial goals. My staff and I are committed to providing you with prompt, personal and confidential service.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Coaching Sports
  • Scuba Diving
  • Soccer
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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