I joined the Edgemont team in the beginning of 2015. Previously, I worked in the investment banking division of D.A. Davidson, which gave me hands-on experience in middle-market investment banking transactions, including mergers and acquisitions, public capital raises, fairness opinions, and valuations. I graduated from Pacific Lutheran University and hold series 63 and 79 securities licenses.
I gain immense satisfaction outperforming our clients’ expectations, delivering to them not only great transaction results but also our expertise and advice during the process. Being able to be your clients go-to advisor in often the most important decision of their professional careers is the highest honor and my biggest accomplishment.
Outside of Work
I enjoy snowboarding, especially deep in a forest full of untouched snow; sadly, I don’t get out nearly as much as I’d like now that my wife and I have a young child, but I’m looking forward to the day he picks his board. In the meantime, I enjoy getting outdoors and exploring, whether that be a new city or a familiar hiking trail.