Throughout the various stages of your life, you will face many important financial decisions. When making those decisions, it's wise to seek information and help from knowledgeable sources.

While you may have talked with, or are currently doing business with, other financial services firms, few can serve your financial needs as personally and conveniently as our Edward Jones branch team.

In 1993, I began my career as a financial advisor with Edward Jones and became a limited partner in 1998. Since 1998, I have qualified for and attended the Edward Jones annual Managing Partners Conference, an honor reserved for the firm's top 400 financial advisors through 2020. In addition, I have qualified for and attended the Top 25 Financial Advisors Meetings since the inception in 2010.

My wife, Diana, and I have three children. Our youngest daughter attends Whatcom Community College in Bellingham. Another daughter attends the University of Washington (UW). Our son, Theodor, graduated from Washington State University (WSU) in 2020 and now works in our branch as a financial advisor. In my spare time, I like to steelhead and salmon fish and travel. Active in the community, I serve on the Western Washington University (WWU) Finance and Audit Committee.

Robert Belka joined the branch in December as a Registered Branch Associate. Robert is a Bellingham native and an Army Veteran.

Our administrative staff, with over 40 years of industry experience, includes Senior Branch Office Administrator Jeanne Quinn, Branch Office Administrators Emily Berg and Cathy Gault, and on-call Branch Office Administrator Lyla Pagnotta.

As your Edward Jones team, we'll invest our time to understand what's important to you and what you're working toward. It's also important to understand the level of risk you're comfortable with when investing. I'll use an established process to help you determine the most appropriate strategy for you. We will partner together throughout your life to help keep you on track.