As a financial advisor in the Okanogan Valley, I believe establishing trust is key to building healthy and strong relationships. By listening and getting to know you, I can better understand your financial goals which is an important part of what I do in order to gain your confidence.
It's my desire to make sure you feel understood, informed, secure and in control with every aspect of your financial well-being, whether you're preparing for retirement, living in retirement, paying for education or addressing estate considerations. I offer comprehensive financial planning services for individuals and families at all stages of life. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial plan can help you make more informed and confident decisions. Reach out to see if this service is right for you.
I have a passion for helping in any way I can, whether with my clients, community or family. I spend time outside of Edward Jones serving the community and coaching youth sports, mainly soccer. Speaking Spanish has assisted me in building both in-office and community relationships.
My branch office administrator, Kamaile Gilman, joined Edward Jones in 2023. She is extremely knowledgeable and eager to help you have the best experience possible when visiting our office, and she can assist you in scheduling your appointment. We look forward to getting to know you and allowing us to show you how we can make a difference.
My wife, Carina, and I are raising three young boys, Liam, Isaac and Noah. Every day, we try to instill in them certain values that I, myself, try to bestow on my clients. Those values are to treat every person with kindness, help them in any way when needed and show people that you care about them. As a family, we enjoy participating in local events, being outdoors and spending our spare time together.