People are busy. You’re busy. We have jobs, careers. We have kids, family members, loved ones. We have hopes and goals. We have values. Money is part of the equation too — having enough money may provide security and create options. But I have yet to meet anyone who wants money to run their life.
I live my life with a passion for sustainability and I bring that to my office. Just like we are encouraged to shop small to help our local economy, we can use our investing dollars to support companies that are building the future we want to see. It is my commitment to my clients, and myself, to bring the Edward Jones dedication to quality into the field of sustainable investing.
My goal is for my clients to have more time for the priorities in their lives. Nature. Family. Friends. Work they’re passionate about. They know I am using the full resources of Edward Jones to stay abreast of regulatory changes, investment performance and a shifting economic climate.
My clients work with me because they want a trusted partner in their financial future. I help people identify and get on track for their goals; identifying opportunities as life changes, children grow older and jobs come and go. I manage risk and track performance, and make sure my clients understand their options and the long-term impacts of choices made today. And because I offer protection strategies as well as investment services, my clients can consolidate their financial and protection needs in one office.
I have been a resident of the Pacific Northwest for over 12 years. When I am not in the office, you might find me outside with my son, catching bugs to feed to his pet lizard; or taking photographs that have a habit of finding their way into my office.