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. 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. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 2006, I began my Edward Jones career as a financial advisor in McMinnville, OR and came to Newberg in 2018. Over the past 14 years, I have worked to help investors develop an investment strategy geared toward their unique, long-term goals. I have been a member of Kiwanis since 2007 and served as club president in McMinnville in 2012.

I earned a bachelor's degree in business administration from Oregon State University in 1995. Additionally, in 2011, I received the AAMS® professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Heather, and I have two children, Kyran, 16, and Hadlie, 10. My interests include spending time with our family and enjoying their various sporting events and dance recitals. If there is any time left over... you can find me on the golf course!

I am supported by my senior branch office administrators, Darci Goodrich and Joanie Wheeler; Darci has 21 years and Joanie has seven years of experience with Edward Jones. They are both dedicated to providing you with highest level of service possible.

In fact, our goal is to provide highly personalized service. All aspects of our business are aligned to help us understand and meet our clients' unique goals and needs.

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

Request an Appointment

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