At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Along with your tax and legal professionals, we will partner with you to build strong financial strategies that will help in achieving your short-term and long-term financial goals.

My background includes a dual bachelor's degree in math and criminal justice and a master's degree in finance. I served in the U.S. Army for 22 years before retiring as a Lieutenant Colonel in 2004. That same year, I began my second career as a financial advisor with Edward Jones and became a limited partner in 2010. I've also obtained the CFP® and AAMS® professional designations.

I have been married to my wife, Joyce, for 37 years. Originally from South Dakota, we've traveled and lived all over the world and have called Anacortes home since 2011. I am active in the Anacortes and Greater Skagit Communities and serve on the boards of the Island Hospital Foundation, the Anacortes Parks Foundation and the Skagit Historical Society.

Our Senior Branch Office Administrators are Kristen Murphy and Tiffannie Pierce. Kristen has been with Edward Jones for 17.5 years and Tiffannie has been with Edward Jones for nine years. Both are active volunteers in their respective communities and are dedicated to providing clients with the highest level of service possible.

Our branch team has worked together since 2011 and we are committed to providing highly personalized service whether meeting in-person in our office or via web conferencing in the comfort of your home. Every strategy offered and every solution recommended is based on what is most important to you. We work hard to foster an atmosphere of confidence, knowledge and trust, and truly enjoy helping people meet their financial goals.

Focus areas

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

My Personal Interests

  • Cycling
  • Scuba Diving
  • Traveling
  • Art & Theater
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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