My best friend's dad was the bank manager and he coached me on my savings habits. Thanks to his wisdom and instruction, I quickly recognized that hard work and saving my money were the cornerstones to success. It’s this reason I became excited about the financial services industry. I joined Edward Jones in 2016, after running my own American Family insurance agency for 18 years. I truly loved my b
usiness, but always felt that I could do more to help my clients. Being a small business owner was a launch pad to my current career as a financial advisor. Those years not only increased my skill set in helping my clients protect what they had worked hard to earn, they also helped me recognize that I enjoy helping people build a strategy to help achieve their financial hopes and dreams. It is for this reason that I made the decision to join Edward Jones. I have a strong sense of accomplishment when I help my clients create a strategy for their future. Whether your goal is a down payment on your new home, writing the check for your child's college education or making the decision to retire, I can help. I've been a resident of the Hillsboro for 30-plus years and I’m a native Oregonian. I have been a longtime member of my community. My wife of 37 years, Karen, and I have been fortunate to have raised our two beautiful children in Hillsboro. One is a school teacher and the other a small business owner in Portland. Whatever you want your money to do for you, let’s work together to help see that goal become reality. I'll put together specific strategies that will help you to your end. I'll monitor your progress to help you stay on track and partner with you along your journey. To set up a time to talk, please call my office at 503-430-7942. Now that you know a little about my story, I can’t wait to hear about yours. Member SIPC.
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