What is it you most desire – a real estate purchase, world travel, an early retirement?

When we work together, the first thing we'll do is explore your goals (all of them – the big ones and the small ones), clearly define them, make them actionable and prioritize them. Because if you don't identify a goal, you'll certainly never achieve it.

It's your goals – along with the opportunities and challenges that are unique to you and your family – that will guide us to the investments that make sense for you. I don't believe in cookie cutter portfolios. And at Edward Jones, because we have no proprietary products, we're able to explore the world of investments rather than be tied to a few that we are able to consider. That empowers me to create a tailor-made portfolio just for you.

In our work, I'll be your guide and coach who recommends smart moves for you, a motivator to keep you focused on your goals when other things tempt your money away and a sounding board when you have financial decisions to make. Together, we'll keep your financial needs on the front burner and a secure future in your mind's eye.

Before joining Edward Jones, I spent 20 years in the mountain guiding and heli-ski industry here in town as a guide then manager. There's an interesting parallel between these professions – both demand exceptional client service, strong communication skills, risk management, personal responsibility, hard work and the confidence to guide people toward their personal best.

On a personal note, my partner and I live for outdoor adventure. We fish, camp, climb, bike, golf and ski, and we can always find a renovation project to do. I am blessed to have two outrageously fun daughters, ages 9 and 11. Balancing personal and professional interests, I keep active and engaged with a variety of professional and community groups.

My Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Golfing
  • Mountain Biking
  • Rock Climbing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed
Email Me

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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