After graduating with a bachelor's degree, I worked for seven years as a logistics chief for FEMA. It was very fulfilling and satisfying to play a small role in people's recovery and rebuilding, after natural disasters. In 2003, my wife, Lauri, and I relocated to my hometown of Soldotna, where I began my career as a financial advisor. Now, 20 years into my career at Edward Jones, I get similar fulfillment and satisfaction from helping people make their goals become reality.

Kristin is my branch office administrator, and we have worked together as a branch team for 13 years. Our branch team focus is on higher net worth clients and we welcome complex cases. We have refined a process to help build personalized strategies to achieve our clients' individual goals. We spend time understanding what is important to our clients, and partner with them throughout the rest of their lives, to keep them on track.

In addition to my work with clients, I represent Alaska on the Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. In 2016, I qualified to attend the Edward Jones Financial Advisors Leaders Conference, an honor reserved for 800 advisors nationwide. In 2017, I was humbled to receive the Ted Jones Spirit of Caring award. This award is voted on by fellow financial advisors across the state, and recognizes financial advisors who exemplify the values, culture and spirit of giving back.

Soldotna has been home for many years and is where Lauri and I raised our two children. I am privileged to serve on several local boards, including Chamber of Commerce (15 years), Central Emergency Services (9 years) and Finance Council of our church (14years). My passions outside of work include traveling with family, reading and golfing.

We look forward to spending some time with you and building a personalized strategy to help you reach your goals. Let us show you how we can make a difference!

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities

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