Trusting anyone to advise you about your money is a big decision. Everyone's financial situation is unique and to fully understand your situation requires an in-depth, personal conversation. As a financial advisor, it's important for me to understand your current cash flow, what you're working towards and your comfort with market fluctuations before providing advice. Helping you achieve your goals matters to me, it's personal, and it's what motivates me.
After having been an Edward Jones client for nearly 20 years, I was encouraged to pursue this path at a crossroads in my career. My education and background prepared me for this role in ways I never realized. The engineer in me is curious and disciplined. Managing the corporate responsibility program for a multinational company allowed me to engage with the socially responsible investing community, to understand their issues and focus. As a small business owner and environmental sustainability professional, I learned the value of relationships, communications and customer service. I use all of these skills on a daily basis serving my clients.
As a native Texan, I have found my true home here in Sequim. My wife, Terry, and I have a small sheep farm where she trains our Border Collies. We love being outside working on the farm, hiking, camping, cycling and getting together with friends to play music. I have two adult daughters, one of whom works for Edward Jones. I am actively involved in the Sequim community with Sequim Education Foundation, Sunrise Rotary and Chamber of Commerce.
My branch office administrator is Shelley Clutter, and together we are unified in building strong relationships and providing highly personalized services to help our clients feel understood, informed, in control and secure. And it all begins with a conversation. We look forward to connecting with you.
My Personal Interests
Office Address250 W Washington St
Sequim, WA 98382
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 02:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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