After 15 years in a successful retail business in eastern Oregon, the opportunity to sell our company occurred, which we did, along with other investment interests. In 1990, we moved to Salem, Oregon, where I began a new career in one of Edward Jones' first offices in the Salem area. My family truly made Salem our home, working with clients and community efforts since that time. I am forever grateful to the greater Salem population for embracing and supporting us, now for over a quarter of a century, and am pleased we can return the favor through time and treasure.

Why am I in this business? Helping investors and entrepreneurs in understanding their financial objectives and what is important to them and their business, current needs and retirement goals provides me with great satisfaction. My clients and I partner in long-term relationships to bring goals and wishes to fruition. My education at Ricks College and the University of Oregon, ownership of retail businesses, manufacturing and wholesale supply, residential and commercial real estate and even starting a paper route at age 11, affords me a perspective of seeing the big picture and a pathway to financial success.

My passions include travel, some 70 countries and counting. Photography dovetails nicely in documenting our travels and gives me an artistic channel; besides my constant camera, I enjoy landscape design, particularly for our own "natural habitat" that I created. Most of all, I appreciate the art of designing and building successful financial strategies. My team includes Anna and Rebecca, with a combined 29 years of experience in the industry. We invite you in for a conversation about what we can offer toward your financial goals and passions.

My Personal Interests

  • Photography
  • Traveling
  • Auto Racing
  • Landscape Design

Office Information

Office Hours

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

Branch Team

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