Born in Lexington, Kentucky, I was raised in Lakewood Washington by my loving parents since 1962. Growing up in a military family, I learned to have discipline and respect for others. After graduating from Lakes High School 1976, I attended Pierce College and then transferred to Western Washington University where I studied business administration. I moved to Honolulu, Hawaii in 1982 where I worked two jobs; Liberty House and Bobby McGees restaurant at Diamond Head. In 1984, I returned to Tacoma and enrolled in The Evergreen State College where I earned a bachelor's degree in management and public interest in 1985 while working at Nordstrom Tacoma.

At graduation, I joined the management team in Women's Shoes Tacoma Nordstrom. I became a buyer for Nordstrom Shoes in Missoula, Montana in 1986. After nearly 20 years with Nordstrom, I joined Edward Jones in 2000. I believe all those years in Nordstrom customer service served me well to open an Edward Jones Branch in Fircrest, Washington and take the level of customer service to new highs.

Together, with my branch office administrator, Janice Fite, we are focused on a team approach to excellence and client satisfaction. In May 2020, we will reach 20 years of service in the Tacoma area. We love to see our families and friends reach their financial goals through an easy to understand personal strategy designed for them. We serve small business owners and help design company retirement plans.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Military Professionals & Veterans
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Gardening
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

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

Branch Team

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