We are the first choice for serious, long-term investors who value a lifelong relationship with their financial advisor. Our priorities focus on the family unit and we are proud to be a generational-focused office. Specifically, my focus is to simplify complex situations involving retirement preparation, asset allocation, tax strategies, wealth building, estate considerations and insurance (life, long-term care and disability).

My interest in finance and investment began at an early age. I had a keen interest in economics and graduated with a Bachelor of Science in managerial economics from the University of California, Davis. Shortly after, I joined the finance industry and began my career in managerial banking. Over the course of eight years, I was able to refine my skills and serve as a branch manager to people in rural communities. A sense of family and community strengthened my dedication toward helping clients find solutions to their financial questions.

I hail from Northern California and grew up on a pear farm in rural Lakeport. My time working alongside my father on our family ranch taught me the value of the harvest and to appreciate a hard day's work. I am the penultimate of five siblings, played soccer for 15 years and served an ecclesiastical mission in Chiapas, Mexico for two years. My beautiful wife and I have planted our roots in West Boise.

My business partner, Robin Thorngren, has lived in Idaho for 25 years. She grew up on the North Shore of Lake Superior in Minnesota. She is proud to hail from a blue-collar family where her father was a heavy equipment operator and highway construction superintendent. She followed in the footsteps of her mother who had a long career as an administrative professional.

I am extremely grateful for the opportunity to help my clients reach their financial goals through personal and individual relationships. I am committed, as is Edward Jones, to putting the needs of my clients and their families first.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Backpacking
  • Photography
  • Triathlons
  • Archery

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 - 02:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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