Our process is simple: We focus on helping our clients accumulate and protect their net worth. This approach has been proven through the identification of our clients' goals with proactive communication to deliver prudent advice and guidance.

With our branch team serving over 400 families in 16 states, delivering an ideal client experience is our goal. My senior branch office administrators and business partners, Ashley Patterson and Rhonda Wittman, are committed to providing high level client service with over 25 years of combined experience.

In January 2021, I earned the Accredited Asset Management Specialist™ professional designation. This is awarded to individuals who successfully complete a professional education program, pass a final examination and commit to the code of ethics set by the College for Financial Planning. I am currently a part of our region's leadership team as a mentor to our new financial advisors and most recently was offered the opportunity to become a limited partner with Edward Jones.

As a proud, life-long resident of Columbia County, I am involved in several local groups including the Amani Center where I serve as a board member. Additionally, I have spent the last eight years volunteering as an assistant varsity baseball coach at St. Helens High School after my playing career concluded at Pacific University.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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