I have been a part of the Klamath Community for over 50 years, supporting many of our local non-profits and enjoying the wonderful outdoor and country living opportunities that abound within the Klamath area. Klamath Falls is full of very friendly and wonderful people that I am blessed to know and to help in achieving their financial goals so they can live life as they envision. It is very rewarding to be in a job that you look forward to everyday as you are with like-minded people that are not only clients but part of your family. I love off road motor sports as well as golfing, hiking and hunting in the natural surroundings that are within minutes of our community.

RuthAnn and I pride ourselves in providing common sense financial solutions for our Edward Jones family. We put each of our clients at the center of their overall financial health, not only helping with setting and achieving financial goals, but also being the catalyst to set up a life strategy that includes emergency resources, estate strategies, and wealth transfer plans. We are here to partner with our clients for life.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Backpacking
  • Outdoor Enthusiast
  • Spending Time with Family
  • Volunteering

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 - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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