I began my career in the financial services industry in 2005, joining Edward Jones in 2010, where my office is located in the Browns Point Professional Center.

I grew up in Olympia, where I was passionate about football, baseball and excelling in academics. I went on to attend Seattle Pacific University where I earned a BA in accounting in 2004.

After completing college, I settled into the Browns Point community with my high school sweetheart, and now wife, Beccy. We have one daughter, Addie (14), who currently attends Saint Patrick's school in Tacoma. She plays Jr. Golf at Twin Lakes and loves to entertain us on the piano.

We care deeply about the wonderful community that we live in and have found many ways to immerse ourselves in local activities. I currently serve on the Board of Trustees for Twin Lakes Golf and Country Club, I have been on the BPIC (Browns Point Improvement Club) board of directors and a Deacon at Marine Presbyterian church. We also volunteer for a variety of community service programs, including NE Tacoma Healthy Kids Coalition, Walk to End Alzheimer's and the local bi-annual salmon bake, and my wife is the past PTA co-president at Browns Point Elementary.

Outside of the office, I enjoy boating in the San Juan Islands, golfing, traveling the world and watching the Huskies and Hawks play.

My passion is helping families achieve their lifetime financial goals by listening to what's important to them, creating tailored strategies and partnering with them for the rest of their life.

We use a consultative process to identify where clients are now, where they want to go and any gaps to keep them from getting there. Our families trust us to know the most intimate details of their lives so that we can better serve them. I then work with a network of professional advisors to help my clients make informed decisions and achieve what is most important to them.

In addition to myself, my branch office administrator, Lori Harmes, is dedicated to providing you with the highest level of service possible.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies

Office Information

Office Hours

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

Branch Team

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