With over 30 years in the financial services industry, it is easy to see that I am living my purpose. Our team provides personal service with the support of Edward Jones to partner with clients in creating strategies that help give them confidence about their financial future so they can live their purpose. Together, we review client financial affairs and other concerns that affect their well-being including health, friends/family and legacy.Our team includes Senior Branch Office Administrators Deena Garcia and Nikki Peterson, FPQP®, and Branch Office Administrator Karen Rounds, individuals recognized for successful experience in client service and relationshipsWith a degree in finance, I began my career in the financial services industry with a local bank for five years and then established the first Edward Jones office in Arlington in 1998. With support, the Edward Jones presence has grown to 12 offices to meet the needs of the community. I have represented the firm's clients as part of the Edward Jones Investment Policy Advisory Committee and was a regional leader responsible for branch teams in both western and eastern Washington state for 13 years before resigning at the end of 2023 to focus on the families in their growing business. I was also invited to the firm's 2023 IMPACT Conference, which celebrates the contributions and achievements of the top 400 of the firm's nearly 20,000 financial advisors. In 2025, I was honored to be recognized by Forbes Best-In-State Wealth Advisors*.In addition to serving my clients, I am an active member on the board of commissioners for Public Hospital District #3 and served terms as president of both the local Chamber of Commerce and Rotary Club of Arlington. My wife Kimberly and I have four adult children, love to travel and follow college football.Our team looks forward to the opportunity to see if they're a good fit for your situation.*2025 Forbes Best-In-State Wealth Advisors in WA, published April 2025, research by SHOOK Research LLC, data as of June 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.