Based in La Jolla, CA, I am a seasoned financial advisor with Edward Jones. I work closely with my clients, their accountants and estate-planning attorneys to create and implement financial strategies tailored to help achieve my clients' goals.

I have been certified by the Certified Financial Planner Board of Standards Inc. as a CFP® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s stringent requirements. To gain certification, a financial advisor must pass the CFP® Certification Examination and agree to abide by the CFP® Board’s Code of Ethics and Standards of Conduct.

My undergraduate degree in economics is from San Diego State University.

I have served as the president of the Bird Rock Community Council, a position for which I was elected by the community in 2013. I have spoken before many professional organizations in San Diego County on topics including Social Security, Medicare, wealth transfer strategies, retirement income planning and general market commentary.

My wife, Bethany, and I have two beautiful daughters, ages 12 and 10. In my free time, I enjoy spending time with my family, golfing and an occasional trip somewhere tropical.

Focus areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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