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 401k, 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 17 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
WeekdayAvailability
Mon 08:00AM - 05:00PM
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

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More