I became a financial advisor because I enjoy helping people reach their most important life goals and priorities. I like helping families plan for large life events such as retirement, education for children or grandchildren and the unexpected. I also enjoy assisting clients with planning for and distributing their retirement income. I became a financial advisor with Edward Jones in 2004, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 2010 and a Chartered Financial Consultant® (ChFC®) in 2019.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Together with my senior branch office administrators, Kari and Alisa, our office seeks to provide an ideal client experience by understanding what is important to our clients and customizing strategies to help them achieve their goals. Then, we partner together throughout the years to help ensure we are still on track. Kari has been with Edward Jones for over 12 years and Alisa has worked with our firm over seven years.

Originally from Tucson, Arizona, I have lived in Hillsboro with my wife, Amy, and our two daughters since 2002. I am an avid fan of the Boston Red Sox and University of Arizona Wildcat basketball team and enjoy reading (specifically history and biographies) in my spare time. My first name, Werner, is German and I am named after my maternal grandfather. In addition to being a financial advisor, I have served as a regional leader for Edward Jones in the Western Portland area for over four years.

If you are interested in having a conversation about how we can partner together, please call us at 503-648-4375 or email me at [email protected].

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Wealth Strategies

My Personal Interests

  • Reading
  • Personal Fitness
  • Jogging
  • Baseball
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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