I began my career with Edward Jones in 2010 as a Financial Advisor in Lake Stevens, serving the same communities that shaped who I am today. In October 2014, Tine Nordensson joined my practice as Branch Office Administrator. Tine brings many years of experience and plays a vital role in delivering the personal, attentive service our clients value. My wife, Loretta, and I grew up in Snohomish and g
raduated from Snohomish High School, and Tine and her family have lived in the Lake Stevens community since 1998. We’re proud to work with the people and businesses in the communities where we live and raise our families. Our team specializes in working with individuals and families nearing retirement, along with business owners and aerospace employees, helping them build, protect, and confidently pursue their long‑term financial goals. Many of our clients are transitioning into retirement and want clarity around income planning, tax efficiency, and protecting what they’ve worked hard to build. My commitment to every client is personal attention, regular one‑on‑one checkups, and straightforward guidance. We work collaboratively—often alongside CPAs and attorneys—to implement tailored strategies and monitor progress through every stage of life.
