My objective and purpose as a financial advisor is to develop meaningful long-term client relationships while partnering together over time to help realize financial goals and milestones. This role and responsibility that I am proud to have in people's lives is one that I value and take very seriously.

With that said, I am not your run-of-the-mill or typical financial type, as I am someone that brings a different perspective and approach to an established process. This process I follow involves providing customized wealth strategies to those who appreciate guidance that is straightforward, commonsense and easy to understand. I genuinely care deeply about my clients and what is uniquely important to each of them and offer strategies and solutions that are truly in their best interests.

My history with Edward Jones started after I completed my first summer job before I started high school. The goals I had for myself have naturally changed and evolved over time; however, I was fortunate to have the guidance of my own Edward Jones financial advisor who instilled the value and importance of investing in my future.

Now, I am honored and humbled to serve individuals, families and small business owners as an advisor myself, while working for a firm that continues to put clients and communities first.

Through my past work and experience as a mental health professional, I have found that goals can best be realized through commitment, support and patience, while maintaining a positive and prudent outlook when confronted with events outside our control. This approach and mindset have shown to be relatable in my work as a financial advisor.

On a personal note, my role as a dad and husband are my top priorities, as my family gives my life meaning and purpose. I love goofing around with my son and daughter, while also cherishing the moments and memories of parenthood with my wife.

My heart is filled with many passions and interests, such as love for my country, appreciation and respect for other worldviews and perspectives, as well as my fanatical devotion to the Rockies, Broncos, CSU Rams and Blazers.

I am grateful and proud to work for Edward Jones, as well as eager and excited to add value to those people who feel would make a good fit.

Please feel free to reach out to me with any questions or thoughts!

(360) 896-2205 | [email protected]

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Insurance & Annuities
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Music
  • History and Museums
  • Trivia

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 - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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