As a financial advisor for Edward Jones, I get to do what I love, helping individuals and families plan and prepare for their financial futures. The best part of working for Edward Jones is that my clients not only benefit from my passion, knowledge and experience, they also benefit from our established process and team approach to client satisfaction to enhance our value and support.

My branch office administrator, Connie Moore, and I were both Edward Jones clients before beginning our Edward Jones careers. We know how important it is to provide the highest level of service possible. We recognize our clients' challenging family, work and life demands and can meet when and where it is convenient, or utilize digital technologies like WebEx and online account access to enhance the overall experience. Our team's core values focus on the principle that our clients' interests come first. We continue to enhance our ability to consistently deliver an ideal client experience.

I was born and raised in Seattle and moved to Skagit County in 1995. I have had the opportunity to travel and visit many wonderful places around the world, work for great companies like Starbucks and start several successful businesses. My wife Michelle and I are happy we chose to live in the beautiful community of La Conner, WA and are avid boaters, hikers and bikers. We love spending time with our extended family and enjoy volunteering in our community.

Thank you for allowing me to introduce myself and my team. Whether you need an IRA, Roth IRA, 401k, CD's, money market account or insurance, such as long-term care, we can help develop solutions that are right for you and your business and even help you create your savings or retirement plan. As always, our team will work with your best interests at heart by understanding what's important to you, your business and your family.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • New Investors

My Personal Interests

  • Traveling
  • Hiking
  • Fishing
  • Community Outreach
  • Art Collecting

Office Information

Office Address

708 E Morris St Ste C La Conner, WA 98257

Mailing Address

P O Box 795 La Conner, WA 98257

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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