One of my earliest memories of investing was going with my dad when I was young to purchase a bank stock, which I held for many years until the bank was bought out and we had to sell the shares. I recall being amazed at the growth over time and how the proceeds enabled me to have some cash for college. From that moment on, I always had it in my heart to help others understand how financial principles of investing work to meet their own objectives.

After teaching music in a public school right out of college, followed by 13 years as a music pastor, I realized that my passion to help people with their personal financial goals had continued to grow. As a result, I became a financial advisor with Edward Jones in 2006 and have been serving people ever since.

As a financial advisor, the most important thing to me and my branch office administrator, Tammy, is to gain a deep understanding of your unique financial needs so that we can help you successfully achieve your goals. To do this, we use an established process to create personalized strategies that we will revisit throughout your lifetime to keep you on track.

If you would like an introductory appointment with me, please email or call my office and Tammy will set a time for us to meet that is convenient for you.

In addition to becoming an Edward Jones financial advisor, I earned the AAMS® designation from The College for Financial Planning in 2009. I have also served in various leadership positions within our region at Edward Jones.

My wife, Kathy, and I live in Everett, WA and have three adult children: Conner, Carter and Courtney. We love to go "glamping" in our 23-foot trailer and we enjoy supporting our community through various organizations like the Alzheimer's Association Walk and the Bethany Compassion Center.

My Personal Interests

  • Camping
  • Community Outreach
  • Golfing
  • Music
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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