About Us

As an Edward Jones Financial Advisor, investments are my specialty. The biggest and best investment decision I have made was to build my business here in the heart of downtown Oregon City. My branch team here in downtown Oregon City includes Kirsten Marwick, the branch office administrator, who helps to provide clients with personalized service. Here, we use an established process designed to help long-term investors, like you, develop all-weather solutions to reach financial goals. First, we listen to learn about your dreams and goals, then we match investments and services specifically to each goal. We partner with you for life, to ensure we have a plan for everything in life.

Financial guidance for those seeking a work optional lifestyle, and for business owners who are ready to take on new adventures, or transition into retirement.