"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

As an Edward Jones financial advisor, I believe it is important to invest my time in understanding you and your goals before you invest your money. No two scenarios are the same and neither are the approaches to mapping out the strategies for achieving those goals.

I am married to my high school sweetheart, Jonathan, and we have three awesome kids. Jonathan currently serves in the United States Navy, which brings us to the beautiful central coast of California. We have plans to retire in this area when he finishes his military service. We spend all the time we can together as a family enjoying the outdoors and the amazing California weather.

Prior to Edward Jones, I was a Student Support Specialist and an Adjunct Professor at Mid-America Christian University. I helped and educated adult online learners to achieve their dreams of earning their college degree. The role of financial advisor is the perfect combination of my past experiences and my passion for helping and educating people.

I am an active member of the Oxnard Chamber of Commerce and other military organizations throughout Ventura County. I enjoy volunteering my time in the community and at my kid's schools in Camarillo.

My senior branch office administrator, Danielle Tannenbaum, has nine years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible. You do not just get me as your financial advisor, but you get Danielle and me as your Edward Jones branch team.

I enjoy teaching others about way to save, invest and how proactive planning can change your future. Let me help you plant your tree today, so you can sit under the shade in the future. It all starts with a conversation - let's talk.

Focus areas

  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Wealth Strategies

My Personal Interests

  • Cooking
  • Camping
  • Crafts
  • Football
  • ATVs

Office Information

Office Address

2901 North Ventura Road Suite 280 Oxnard, CA 93036

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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