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Specialties
Before Edward Jones, I served as an Air Force officer for 12 years and as a C-17 pilot, I flew everything from combat support to humanitarian airlift missions around the world.
After my military service ended, I didn't hesitate to move back to the Seattle/Tacoma area where I once served. Since I was born in Colorado, I enjoy being close to the mountains for hiking, trail running with my dog and snowboarding in the winter. I still love to travel (even when I'm not doing the flying) and have a few destinations in the world that remain on my bucket list! I started investing for myself after high school and being a student of the markets turned into helping friends and coworkers with personal finance tips. I was drawn to a career with Edward Jones so that I could serve my local community with integrity and a long-term view helping others. I've held leadership roles in several local organizations, including the Covington Chamber of Commerce. I enjoy being active and giving back, especially being involved with veterans, and I look forward to helping my community prosper and grow alongside my business. As a financial advisor, it's important to invest my time understanding what's most important to you. With my branch office administrator, Susan, I work side-by-side with clients using an established process, building personalized, tax-efficient investment strategies to help achieve long-term goals that go beyond asset allocation and market insights. It's more than just wealth strategies; it's being empowered to live life to its fullest potential and having an honest, trusted team that supports you every mile of the journey. My branch enjoys offering financial advice for families, business owners with employer retirement plans and busy professionals concerned with wealth strategies. We focus on holistic planning with an emphasis on estate considerations and insurance strategies, as well as special needs family planning and divorce finances. Whether you're near my Kentwood Plaza branch in Covington or across the country, if you have questions on what we do, or how we do it, please contact my office for a complimentary consultation. You can also connect with me on LinkedIn or follow me on Facebook where I share useful content weekly.
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