As an Edward Jones client, I found value with someone who would listen, assist me in organizing our accounts and help define our next steps. I cherished all of these core qualities at Edward Jones.
As a financial advisor, it is essential for my clients to have a financial strategy that excites, is tailored and instills confidence that their plan is helping them navigate to their personal goals.
I collaborate with my clients throughout their financial journeys. Success is defined by the collective satisfaction our clients receive as they achieve their goals. Our office assists families in establishing financial goals using an established process. We work with our clients to identify the actions they need to take now and help them set a course to reach their desired destinations.
In a world of 800 numbers and never talking to the same person twice, I value getting to know my clients on a personal level. Together, we will navigate goal-setting and prioritization, followed by organization, accumulation and protection. With our team, we will work together throughout life to ensure we remain on course.
Prior to joining Edward Jones, I was fortunate to work and travel internationally, manage a family business, raise two children and navigate my elderly parents' estate. These experiences have equipped me with the ability to relate to and understand many of my clients' situations.
I am proud to have lived in West Seattle with my wife for the last 27 years. We are the proud working parents of two children who currently attend college. When I am not helping my clients reach their financial goals, I am actively involved in the community and enjoying the natural beauty of the Pacific Northwest.
I truly look forward to meeting you, hearing your story and helping you reach your financial goals.