In my work, relationships are everything. The stronger our relationship with clients, the more in-depth our conversations are so that I completely understand your priorities and what you value most. It's how I build a financial strategy tailored to your goals, your needs and your life – one encompassing your entire financial picture, no matter how complex.

With a written financial strategy, you can feel confident that your money is properly allocated for the future you envision. You can navigate through roadblocks, from a personal setback to sudden market drops. When others make emotional decisions with their life savings, you'll have a foundation to avoid reacting and instead focus on long-term goals. All the time, we're right here with you.

Kelly Vance and Val Staten (senior branch office administrators) and I have more than 60 years' combined experience. We bring different strengths and perspectives, enhancing our ability to serve the best interest of every client.

Our branch is well suited to serve families, from buying a first home to planning your retirement. We'll work with your CPA for tax-advantaged strategies, your attorney on estate needs and intergenerational family members to keep everyone informed and their best interests at heart.

My interest in this work began in fifth grade. We were asked to choose a job (I chose banker) and a stock to follow. The project piqued my interest and by college, I double majored in finance and accounting.

Our ties in our community run deep. Kelly and Val both have raised two children in Montesano, and Kelly currently serves as the Montesano School Board Chair. I am on the board of Family Promise of Grays Harbor for homeless families and am also an Edward Jones field-based area leader, supporting branches in parts of Oregon, Washington, Utah, Nebraska and Iowa to more deeply serve their clients and communities. My wife and I have four children and enjoy travel, whiffle ball, hiking and skiing.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Aviation
  • Coaching Sports
  • Fishing
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

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