Since joining Edward Jones as a financial advisor in 1999, I have discovered there is nothing more important to me than to understand what's important to my clients. Only then can we work through an established process together, building personalized strategies and implementing specific actions to achieve financial results.

We strive to remain one of the most well-respected financial practices in our community, known for serving the serious, long-term investor. Our goal is to continue to be a good steward of the assets temporarily entrusted to us, treating clients with respect and always attempting to exceed expectations. We take a very holistic approach in working with clients, as we help them build, preserve and pass on inter-generational wealth.

Over the years, I have held many leadership roles within the firm, as well as serving as a mentor, advisor and coach for financial advisors wishing to optimize their businesses. I'm most proud of helping launch multiple new offices in the community through asset sharing programs, helping new financial advisors begin a career.

Our team has been recognized for the work we do both locally and nationally. We have also been invited to attend our firm's annual Managing Partner's Conference every year since 2004, which is an honor reserved for the top 400 of the firm's more than 19,000 financial advisors.

My branch team and partners are Nikki Quintana, who joined our team in 2000, Melissa Howard (2007) and more recently, Rebecca Barrera joined us in 2019. Together, we are a high functioning team focused on what is most important to our clients.

As an active member of the Nampa community, I've been a past president and current member of the Nampa Rotary Club, Nampa Chamber Of Commerce, Boys and Girls Club Advisory Board, Southwest Estate Planning Council and chair of the Nampa Rotary Community Foundation.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Golfing
  • Mountain Biking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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