My career as an Edward Jones financial advisor allows me to achieve my lifelong goal of making an impact on people's lives and our community. I am able to do so by understanding the financial goals that are important to you and using an established process to help identify strategies to help you can get there. I also work closely with your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.

I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach helps create a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.

Prior to joining Edward Jones, I spent over 25 years in the banking industry. I am a graduate of Charter Oak State College holding a bachelor's degree in business administration.

Helping business owners with exit planning is also an important aspect to my business. I earned the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute. The training courses that make up this program cover many aspects of business and succession planning including assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal and financial goals and preserving family wealth for future generations.

My wife, Claudette, and I live and work right here in our community. We have three adult sons and a daughter living in Southern California. My hobbies include a passion for baseball, which includes a goal of visiting all professional baseball stadiums. I also enjoy hiking and traveling with my wife. I am actively involved with various community organizations including the Corona chamber of Commerce and Corona Rotary Club.

I provide highly personalized service. All aspects of my business are aligned to better understand and meet our clients’ unique goals and needs. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Business Retirement Plans
  • Special Needs Financial Considerations

My Personal Interests

  • Baseball
  • Pets
  • Spending Time with Family
  • Traveling
  • Hiking

Office Information

Mailing Address

P O Box 1444 Riverside, CA 92502

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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