I help people take control of their finances and invest for the future in a way that's fully aligned with their goals and values. I found my true calling over a decade ago when I managed an online investment and financial market education service for three years. Connecting with people one on one as an educator and seeing the real positive impact I was able to have on their investments and goals was incredibly inspiring. Edward Jones allows me to pursue that passion.

As a proud Navy veteran, I served my country for 12 years on three different submarines here in Washington. I hold a degree in facilities engineering and am a graduate of the Navy's Nuclear Engineering Officer program. I strive to apply the same systematic, disciplined approach from my engineering background to helping clients reach their financial goals.

As a financial advisor, I believe it's incredibly important to get to know you and understand what's important to you before you invest your money. I can work together with you and your family to build personalized strategies to help you achieve your goals. I love educating people on their options for socially responsible investing as well.

My Branch Office Administrator, Megan, is my partner in helping take care of our clients and their needs. Her main focus is to make sure the administrative functions of our clients' financial strategies are as seamless and easy as possible. A West Seattle native, Megan recently completed an MBA and is a huge fan of all things Harry Potter.

I am a husband and father of two wonderful children and a big fan of nerd culture, science fiction, football and travel. I'm originally from southern California, but my wife was born and raised on the same street where we live now. I fell in love with Seattle when I was stationed in the area years ago. Family is everything to me. I enjoy growing roots in the community, finding impactful ways to give back to others and spending quality time with amazing people.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • Military Professionals & Veterans
  • Employee Stock Options

My Personal Interests

  • Hiking
  • Football
  • Board Games
  • Spending Time with Family
  • Technology

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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