E.J. joined Badgley Phelps in 2021 as a Wealth Manager.  His work focuses on portfolio management, investment analysis, and integrating our clients’ investment portfolios with their financial plan.

“Using the financial analysis skillset I’ve picked up throughout my career to help people make decisions that improve their lives is what makes this job so fulfilling.”

E.J. started his career in financial services working at Wells Fargo on their fixed income trading desk where he spent 12 years working in San Francisco, Seattle, and St. Louis. E.J. has also spent time at D.A. Davidson and most recently at Brighton Jones.

Originally from the Bay Area in California, E.J. lives in Mill Creek with his wife and two sons.  You can often find him in the kitchen making a home cooked meal to share with friends and family, or taking his dog for a walk while listening to a podcast.

EDUCATION

• Bachelor of Science, Cal Poly, San Luis Obispo, California

INVOLVEMENTS

• Member, CFA Institute
• Member, CFA Society Seattle