My Edward Jones career began in 2002, serving the needs of individual investors in the Eugene area.

I graduated from the University of Oregon in 1992 with a bachelor's degree in both finance and marketing. In 2000, I earned my MBA from Portland State University. In 2007, I earned my AAMS® (Accredited Asset Management Specialist) designation. 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.

I have lived in Eugene since 1966 and I have been married to my beautiful wife, April, since 1989. We have two remarkable daughters. I'm an active member of the community with consistent involvement in Willamette Business Builders and my church. In the past, I have been a Rotarian, a member or the Eugene Chamber of Commerce and a member of the Eugene Active 20/30 Club.

As an Edward Jones financial advisor, I believe it is important to invest our time to talk honestly and confidentially about your current financial situation, your future financial goals and what is important to you and your family. I'll work closely with you, your CPA, attorney and other professionals. I can help you determine the most appropriate financial strategy for you and your family.

In an ever-changing world for individual investors, our office provides highly personalized service. Every aspect of our business is aligned to help us understand and meet your individual needs and unique goals.

I appreciate the opportunity to earn your business.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Personal Fitness
  • Traveling
  • Wine Collecting/Enthusiast
  • Walking
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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