I look forward to getting to know you and those you care about. I first moved in to financial services in 2001 as I have always enjoyed helping people and getting to know them on an individual level. Working closely with you one on one or with your family, and even in conjunction with your CPA, attorney or other professionals, I can help determine the most appropriate financial strategy for you.

Edward Jones was always a benchmark for me of integrity and first-class focus on clients. I admired the impact the financial advisors have on our communities and its neighbors. I like that there is a team of thousands of associates supporting me with advanced technology and professional analysis, so I have the tools to focus on you. I moved to Edward Jones in 2012 and truly find joy in what I do and who I work with every day.

I have been a featured advisor in The Oregonian, The Clackamas Review and Portland Monthly. I am a proud Chamber of Commerce member here in North Clackamas. Watching my parents volunteer their time in the Red Cross and Chamber, hold city positions and care for as well as raise funds for veterans and veterans' needs just made participating and giving back a part of who I am. I donate annually to the Alzheimer's Association, as Edward Jones is a national sponsor.

I personally enjoy outdoor activities from gardening and kayaking to world travel - my favorite way to recharge my batteries and learn more about our world and each other.

My branch office team is supported by Diane (since 2012) and Michele (since 2017). Together we are dedicated to providing you with the highest level of service in action, not just words, and we strive to truly make a difference that changes your expectations in service and support.

Our focus is you. As a partnership, we do not answer to shareholders which frees us up to focus on your needs. Making the decision to work with a financial advisor is an important one. Reach out to us today to learn how we can partner together.

My Personal Interests

  • Gardening
  • Traveling
  • Outdoor Enthusiast
  • Astronomy
  • Cooking

Office Information

Office Address

4216 Southeast King Road Milwaukie, OR 97222
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