Working with serious, long-term investors, I truly enjoy helping people solve problems, reach financial goals and realize their hopes and dreams. At Edward Jones, I have all the tools, resources and support to help my clients with a broad range of services, such as wealth strategy, asset allocation strategies, retirement and education savings, and portfolio reviews, to name a few. I work with people in all phases of financial life, from young professionals, mid-career job changers needing help with a 401(k) and retirees drawing investment income, to higher net worth families and individuals wanting to grow, preserve and transfer wealth.

My career in financial services began in 1994 and I have over 20 years of experience in the field. My background includes many years of international corporate banking as a VP-level relationship manager and credit officer working with multinational corporate and global investment management clients, as well as private banking and wealth management for high net worth individuals and families. I joined Edward Jones in 2011.

My education includes high school at Lyndon Institute in Northern Vermont, a BA from Gordon College, near Boston, and a Master of Science in business administration degree from Boston University. I currently hold FINRA Series 7 and 66 licenses and a Washington State life insurance license.

Edward Jones fosters an environment of giving back and serving the communities where our financial advisors live and work. I currently serve on the board of trustees for the Stanwood-Camano Area Foundation and I am excited about the impact we are having for good in the community. I have also been an active member of local Rotary clubs and have held various leadership roles with my local church. I strongly believe in doing what I can to help make our community and broader world a better place. In my free time, I enjoy being with family, exploring and photographing the great Northwest.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Photography
  • Outdoor Enthusiast
  • Hiking
  • Cooking
  • Motorcycles

Office Information

Mailing Address

P O Box 1439 Stanwood, WA 98292

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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