Over the past 12 years of serving clients at Edward Jones, I've built a practice designed to serve middle-class, hard-working families across the country from my office here in Eugene, OR.

I work best with clients who want a trusting partnership with their advisor, who are more moderate or conservative as investors, and who want to work toward building and protecting their financial security with a branch team who knows you and your financial needs personally. I partner with your tax professional and your attorney to help you make the smartest financial decisions you can as you navigate through life. The most rewarding part of what I do though, isn't trying to earn you the greatest possible return: it's watching you live your life enjoying each day engaged in the people and activities that make you full of life and happiness. I love helping simplify things for you to make it easy to go live life!

My typical clients include retirees, nurses, law enforcement, utility employees, manufacturing workers, business owners, pharmacists, engineers and physicians, among others. I have a lot of experience with 401k plans, PERS participants, PeaceHealth hospital employees and NRECA utility employees.

My wife, Alyssa, and I have been married since 2005, and have three children together. We love the outdoors, love camping, the coast, gardening, exploring waterfalls and playing on the water with friends. We have two labs (a chocolate and a black lab), and are part of the Pleasant Hill community.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Camping
  • Aviation
  • Golfing
  • Music
  • Volleyball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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