Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. As a Certified Financial Planner® professional and Edward Jones financial advisor, my sole purpose is to assist individuals, business owners and families help grow and protect their wealth. I believe it is essential to invest the necessary time to fully understand my client's goals and aspirations be
fore making any recommendations. It's also essential for me to understand their comfort with risk prior to any investing, allowing me to help balance portfolio risk with the goals they are working towards. I have dedicated my life and career to improving the lives of my family, my clients and my community. I take seriously and cherish the role I have as a husband and father. I enjoy spending time with family and partnering with my wife to model for our children, Brianna and Michaela, how to be responsible, caring and kind individuals. My wife, Brandy, is an educator in West Linn/ Wilsonville School District. She too has spent her career caring for others and working to improving their lives. I value the time I get to assist her with her classroom projects and after school events. I volunteer in the Wilsonville community where I work and live, providing meals and clothing to those less fortunate and sponsoring organizations that aid children, education and fight human trafficking. I am a proud Rotarian working to spread peace and serve my community. My family and I have participated in the Walk to End Alzheimer's and support the Alzheimer's association. In the past, I have served as a city council member and mayor when I lived in the state of Washington. There, I worked hard to improve the lives of the citizens I served. I believe that service to others is essential in every aspect of my life. I became a financial advisor with Edward Jones to serve and assist clients who value their financial future and the financial future of those they care about the most. I believe everyone can benefit from the services Edward Jones and I have to offer. Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will monitor your progress, helping you stay on track to reach your goals and determine if any adjustments are recommended. Throughout it all, we are dedicated to providing you top-notch individualized client service.
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