My focus and passion is to deeply serve those that are transitioning into retirement and those who are currently retired.
Our clients seek and value our advice delivered through a comprehensive process in six key areas:
-To help them identify, define and prioritize their financial goals
-To help them develop and implement investment strategies that match their risk tolerance
-To help them increase their financial knowledge and confidence
-To help them identify and minimize unforeseen financial risks
-To create an income distribution plan during their retirement
-To help them create a Legacy Plan.
I earned a B.S. in business administration from CSU Fresno.
I joined Edward Jones in 2001 after owning a retail truck accessory business in Manteca, CA for 10 years. During my career with Edward Jones, I've continued my dedication to education by acquiring multiple professional designations including the AAMS®, CFP® and the ChFC®.
My wife, Kerry, and I have two daughters, Katie and Kristine. We enjoy travel as a family. I enjoy the outdoors and fishing for multiple species. In the last five years, I've been very dedicated to designing, building and racing 60-80 mph RC boats and have won a few championships.
An additional key member of my branch is Christina Stout, who has been with Edward Jones for 15 years and is part of our highly experienced retirement planning team.
Our team is here to help you feel Understood, Informed, In Control and Secure.
- Portfolio Reviews
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
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