What are your unique financial goals? My team's goal is to understand your personal values and financial needs in order to create and deliver comprehensive and customized financial solutions.

Our team uses an established process to ensure clients feel understood, informed and secure in their financial plan. We strive to educate clients and help them align their wealth with their priorities.

I am proud to have worked my entire 22-year career at Edward Jones. I also hold the CERTIFIED FINANCIAL PLANNER™ or CFP®* professional certification.

What you can expect from working with me:
- Consistency; I’m a firm believer in careful planning and disciplined execution
- Exceptional services; your financial goals are uniquely yours and deserve tailored solutions
- Transparency and proactive communication

Our office is supported by industry-leading analysts and advanced technology that allows us to do what we do best: focus on you.

Pam Reynolds, an experienced branch office administrator, provides the highest level of service to our clients. Call Pam at 503-227-4493 to schedule an appointment or if you have any administrative questions.

Outside the office, I enjoy spending time with my wife, son and two rescue dogs. When I'm not losing to them in a card game or board game, I enjoy biking, skiing, reading and even attempt comedy improv.


*The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • LGBT Finances
  • Socially Conscious Investing
  • Divorce Finances
  • Intergenerational Planning

My Personal Interests

  • Cycling
  • Traveling
  • Spending Time with Family
  • Podcasts

Office Information

Office Hours

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

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