One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, running a successful business or planning for the unexpected, we can offer investment solutions tailored to all your financial goals.
My wife, Rachel, and I have three children who have all grown up locally and are currently pursuing higher education at various schools here in California. Although I am originally from Spokane, Washington, we have lived in Temecula Valley since 2003. I am active in the Temecula Valley Homebrewers Association, and enjoy many hobbies including ice hockey, cooking and of course, brewing.
I bring over 17 years of banking and finance experience from firms like JP Morgan Chase, Bank of America and Merrill Lynch, but I am very proud to say that I have been serving clients here at Edward Jones since 2019.
I work hard to provide a full-service client experience, build trust with the families I serve and deliver a smart and straightforward approach to finance.
I would like to help to provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Home Improvement
- Culinary Arts
- Board Games
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More