As a financial advisor, I love breaking down barriers to investing. I began my career in the financial industry over 20 years ago, including 13 years as a senior Branch Office Administrator with Edward Jones. I chose to become a financial advisor with Edward Jones because we see the value in being involved in our communities and working with clients face-to-face. My passion is helping my clients feel empowered with their finances by providing investment education and building strong, lasting relationships with them, their families and their businesses. I will work with you to develop a strategy to help achieve your goals, whether you are new to investing, planning your retirement, estate considerations or growing your business. I want you to feel confident in your finances and excited for the future by the end of every appointment.

My office is in Shelton, and I'm grateful for the ability to work in the community in which I live. My family moved to Shelton in 2005 following the sawmills, and since then, I raised all three of my children here. My oldest daughter attended Washington State University and works for Edward Jones, my middle daughter is studying veterinary medicine at WSU (Go Cougs!) and my son is a senior at Shelton High School. Aside from spending time with my family, involvement with my community is very important to me, so I became a member of Kiwanis in 2008 and I volunteer in multiple other community service groups. In my spare time, I also enjoy sports, coaching soccer and riding quads.

Let's make an appointment today. My team and I can be reached by phone, email, Facebook or LinkedIn. We're excited to become lifelong partners in your journey to financial success.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • New Investors
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Volunteering
  • Coaching Sports
  • Community Outreach
  • Spending Time with Family
  • ATVs

Office Information

Mailing Address

P.O. Box 1908 Shelton, WA 98584

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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