As your Edward Jones branch team, there is nothing more important to us than understanding what's important to you. Before you invest your funds, we'll invest our time learning what you are working towards.

Together, we'll partner with your CPA, attorney and other professionals to build personalized strategies to help you achieve your unique goals. We maintain regular contact to help ensure you stay on track with your financial future. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored to you.

32 years ago, I joined Edward Jones as a financial advisor in Silverton, OR, opening the firm's 1,967th branch office. We now have over 15,000 branch offices in the U.S. and over 19,000 financial advisors, of which we rank in the top 150. In 2021, I qualified for the annual Managing Partner's Conference for the sixth time, an honor recognizing and celebrating the firm's top 400 advisors.

Being a financial advisor is so much more than just a job – it's a chance to fulfill my passion of improving the lives of families and businesses in our community. Outside of Edward Jones, I am active in the Silverton Chamber of Commerce and Silverton Kiwanis Club. My wife, Julie, and I have three married children and nine grandchildren.

My branch office administrators, Marie, Rose, Rita, Sharon and Sophia, are active in our community and have more than 45 years of combined experience to provide you with the highest level of service possible. Please don't hesitate to call them with questions regarding your statement, on-line access or your accounts in general.

Our relationship with you is key and, in our view, meeting face to face (in person or virtually) builds strong relationships. We meet when and how it is convenient for you because we recognize the challenges of life.