As an Edward Jones financial advisor, I strongly believe that it is important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decided to do.

I always had a passion for helping people and I always want to be a helping hand. Prior to becoming a financial advisor, I was in the mortgage industry for three years as a loan submissions manager. During that time, I learned the detailed process and procedures in every department of my company, ranging from loan submissions to underwriting to putting together final documents, to be the trusted and resourceful individual that my colleagues and fellow managers could completely rely on. I also have three years of real estate experience under my belt.

After years of working in real estate and the mortgage industry, I wanted to be more involved in people’s lives. Analyzing credit reports and approving or denying loan applications was just not enough for me. I wanted to make an impacting difference in people’s lives. This is where Edward Jones made my dreams and my life’s calling come true.

I build meaningful and deep relationships with my clients by understanding what is most important to them. I hold my clients' hands through their life and together, we build personalized strategies to help reach their financial goals, whether it is finally buying their dream home, planning for their retirement, saving for their children’s and their grandchildren’s college education, or just trying to protect the financial future of the ones they cared for most.

Allow me to help you reach your financial goals. You will always and forever be my first priority.

Office Information

Office Address

18621 Yorba Linda Blvd Yorba Linda, CA 92886

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only
Request an Appointment

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