As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.

Helping my clients strategize and work through their financial goal is my passion. Each day, I strive to create the best possible financial outcome for you and your loved ones. Whether you're just beginning to plan for retirement or in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals.

By working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

I began my Edward Jones career in 2006 as a financial advisor in McMinnville and came to Newberg in 2018. I earned a bachelor's degree in business administration from Oregon State University in 1995. Additionally, in 2011, I received the AAMS™ professional designation from The College for Financial Planning.

My wife, Heather, and I have two very active children, Kyran and Hadlie. Kyran is an avid baseball player and is currently attending and playing for California State University, Bakersfield. When not in school, Hadlie can usually be found in one of the many dance classes she attends. I enjoy spending time with our family and watching their various sporting events and dance recitals. If there is any time left over... You can find me on the golf course!

Whether you are looking to work with a financial advisor for the first time or want to have a second look at your current situation, please feel free to give our team a call. All aspects of our business are aligned to help us understand and meet your unique goals and needs. We look forward to the opportunity of getting to know you.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Baseball
  • Personal Fitness

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 - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More