"Plan with a purpose."

When people ask, "What do you do?" I could say that I'm a financial advisor. However, this is only part of what I do. Like most of us, I wear many hats.

PLAN
Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-What brings me joy and adds meaning to my life?
-Can I support those I love financially, today and tomorrow?

Your individual answers help us discover why creating a strategy is important to you; this is a foundational step.

WITH
This word holds great power. As a preposition, it is a connecting word. "With" means my branch team works together with you. It's a partnership where accomplishments can happen!

A PURPOSE
Your purpose is the guiding direction for your financial strategy. Results can happen when you and I create a strategy and take action! Our purpose is to be here for you, today and tomorrow.

Common Questions:
-Do I have enough saved for retirement?
-How do I know what is enough to support my lifestyle?
-What strategies can help grow my wealth for future needs?
-What can I do to protect my family if something happens to me?
-What types of insurance should I consider?
-How can I leave a legacy for my family?

You don't have to do it alone. 'Plan with a Purpose' by connecting with us today!

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • New Investors
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Culinary Arts
  • Traveling
  • Music

Office Information

Office Address

9425 N Nevada St Suite 202 Spokane, WA 99218

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More