As an Edward Jones financial advisor, I want to understand what's important to you. I use an established process to build personalized strategies to help you reach your goals. We will partner together throughout your life to help keep you on track. 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, giving you more options when you retire.

Originally from Bakersfield, CA, I moved to Santa Cruz in 1993 and studied computer science at the University of California, Santa Cruz. I started my own web design company in 1997, building and maintaining sites for several years before transitioning over to the finance industry in 2008. After being a client of Edward Jones since 1990, I began my career here as a financial advisor in 2012.

My wife, Emily, and I have been married since 2002 and welcomed our son, Dylan, in 2010. We lived in Capitola and Soquel for 16 years before buying a home in Ben Lomond in the spring of 2011. I have been a volunteer with the Friends of the Santa Cruz Public Libraries for several years, as well as a past board president.

My branch office administrator, Rosalee Millet, has been with Edward Jones since June 2011 and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

As a team, we provide highly personalized service with all aspects of our business being aligned to help us better understand and meet our clients' unique goals and needs.

Relationships are key, and in our view, meeting face to face builds strong relationships. At Edward Jones, we're focused on you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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