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
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

Connect on Social

Branch Team

Email Me

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More