Relationships and expertise matter. Everything our office does is centered around being part of our clients' lives as their trusted financial team. Knowing that we help make a positive impact on clients' lives by helping them reach what is most important to them is extremely satisfying.

After graduating from San Diego State University, I moved back to where I grew up in Northern California. I currently hold the CFP® certification and the CPWA® and AAMS™ designations. These advanced designations are awarded only after a rigorous program of study and qualification has been completed. As a holder of these advanced designations, I am committed to their code of ethics and agree to pursue continuing education.

I joined Edward Jones as a financial advisor in 2006, establishing my office in the Granite Bay community. In 2019, I was asked to become a regional leader, overseeing over 50 client teams in Placer and Nevada Counties. In 2020, I was asked to become a principal in the firm, helping lead the direction of Edward Jones.

My office team includes two extraordinary associates, Laurie Buendia and Angela Harris. Our team is passionate about delivering an exceptional client experience.

Are we the right fit for you? Through our established process, you can expect a comprehensive financial strategy tailored to your unique goals and situation. Some examples of the high-level service you can expect include...

Wealth Strategies: Tax-sensitive investment strategies, portfolio management, risk and asset management

Legacy strategies: Estate considerations, wealth transfer, charitable giving and endowments

Human dynamics: Ethics, applied behavioral finance and navigating family dynamics

Client-specific needs: Business owners, executives and retirees

In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Outside of the office, I enjoy spending time with my wife, Elizabeth, and our two daughters. From time to time, you can find me attempting to stay upright on the ski slopes, cheering on my Sacramento Kings or trying not to get lost on a mountain biking trail.

Let our team show you how we can make a difference.