As your Edward Jones team, we believe it is important to invest our time in understanding our clients' goals and what is most important to them. Working closely with CPAs, attorneys and other professionals, we can help determine the most appropriate financial strategy for clients and their families.

I joined Edward Jones in 2003 after graduating from Central Washington University, earning a degree in business with a specialty in finance and minor in economics.

While at Edward Jones, I earned the designation of Accredited Asset Management Specialist™ (AAMS®). The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Being involved in the community is important to me. I enjoy membership in a local Rotary club, helping with various fundraisers and previously serving as president. Our branch office is a member of the Wenatchee Valley Chamber of Commerce.

My wife, Dena, and I have two grown daughters, Nicole and Hannah, and have enjoyed living and working in the Wenatchee Valley since 2001.

Melissa Johnson is my Branch Office Administrator. She earned her bachelor's degree from Western Washington University. She is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions.

We provide the tools, services and investments our clients need as they work toward reaching their financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Traveling
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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