Experience and Background
As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
Originally from Boston, I have lived in Contra Costa County since 1989. I began my Edward Jones career in 2003 as a financial advisor in Walnut Creek and became a limited partner with the firm in 2014. Today, Edward Jones serves the community from many convenient locations. I have served the firm as a financial advisor visiting veteran and level coach.
I earned my MBA from Golden Gate University in San Francisco. I also hold the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) professional designations. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
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