As your Edward Jones branch team, we believe it is important to invest our time in understanding what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
Helping people reach their financial and life goals is our passion. It is important to us that our clients take an active role in the strategies we implement. Understanding the investments you own and why you own them is paramount to building a successful plan that we can all believe in.
I joined Edward Jones in 2011, working out of the firm's headquarters in Tempe, AZ. In 2012, I was asked to assume responsibility of an office in Tigard, OR, where I continues to serve investors today. In addition to the work I do for my clients, I have volunteered my time for the Portland Metropolitan region as a field trainer, helping new financial advisors build successful and sustainable practices.
Prior to Edward Jones, I was a student athlete at Willamette University, earning two Bachelor of Arts degrees in economics and psychology while serving as captain of the football and rugby teams.
Being an active member of the community is important to me as well. I have served as director of the Tigard Lions Club, as a career advisor for Willamette University and was the Varsity Offensive and Defensive Line Coach for Southridge High School's Football Team and the 1st XV Forwards Coach for the Beaverton Area's U-19 Rugby Club from 2012-2017.
Office AddressFour Lincoln Center
10250 SW Greenburg Rd Ste 215
Portland, OR 97223 opens in a new window