It is important for me to invest my time in understanding you and your goals for your future. 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 Ventura Chamber of Commerce, Oxnard Downtown Lions Club 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 11 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

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Baseball
  • Camping
  • ATVs
  • Cooking
  • Bowling

Office Information

Office Hours

Office Hours
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

Email Me

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