I work for a great company. I know this because I have worked at other financial institutions and have been in the financial services industry for over 20 years. At Edward Jones, I am dedicated to my clients and committed to helping them reach their financial goals through an established comprehensive long-term approach.

I have a passion for what I do and am proud to be a financial advisor at Edward Jones.

During our first visit, I will focus on understanding what is important to you and define your goals. I will work closely with you and listen carefully to make sure every strategy and solution is consistent with your priorities. By focusing on you, our relationship will develop, and you will feel informed and a part of the process.

I joined Edward Jones as a financial advisor in 2009. Prior to this, I held multiple management positions, including president and CEO of NELA Services at Sallie Mae, which is in the student loan industry.

My education and experience has provided me with a strong foundation of knowledge to better serve my clients. I graduated from Washington State University in accounting and earned a CPA shortly after. I continued my education at Seattle University, earning an MBA in management.

I am a Seattle native and enjoy many of the amazing offerings of the Pacific Northwest. I enjoy saltwater fishing, hiking and traveling. I am married with two children: Calvin (27) and Lexie (22) who still keep me busy.

My Personal Interests

  • Active Lifestyle
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed
Email Me

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