Influential people in our lives help to shape us into who we become. My grandfather was that person for me. I grew up spending the summers with my grandparents, who had worked and saved as farmers through the great depression. Every morning, grandpa would get the daily newspaper. He would have me look up the stocks he owned to tell him how they performed the day before, as there was no such thing as financial news on TV back then. Instead he would have me research different company stocks. His focus was on strong and steady, rising dividend income from each of his investments. He would say, "No company is worth investing in if they aren't going to pay you back for your ownership." That simple philosophy started my journey to helping clients' develop investment strategies and retirement solutions. Not one person is the same, but a simple understanding of true value return is essential for long-term planning.

Having served our country for a total of 26 years in the Army, I have found that service to others and to our community is essential in having a truly fulfilling life. My vision as an Edward Jones advisor serves that purpose in the same way by serving my clients in our community. Also, giving back to charitable organizations like our own Northshore Senior Center, as a board member, serves that belief as well. By devoting my time at those endeavors, it creates a strong and vibrant community and is paramount to my beliefs.

On a personal note, my wife and I live here in Bothell. We love spending time with our grandkids and family. We also enjoy the open highway on our motorcycle as well.

Every day, I try to instill in myself and others what matters most in life. To me, that is service to others and treating each other with respect and honor. This is why I belong here with Edward Jones. There is not a better fitting company for me to fulfill these beliefs.

Please let me know if we can be a part of your life and help drive your financial solutions in a positive way.

Focus areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Motorcycles
  • Traveling
  • Home Improvement

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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