Life can be complicated! Do you have a process in place to manage all your financial decisions? When have you last reviewed your progress towards your goals? What strategies have you implemented which are specific to your family's situation?

Our clients matter most to us. My team and I strive to understand what's important to you and your family.

I love challenges, and financial advising provides that. I never get bored. I feel like a detective constantly verifying the answers. My greatest joy and reward is when my discovery and suggestion can impact a client in an unexpected but profound way. I get paid to think outside the box and solve real problems for real people.

Our clients appreciate our personalized approach to understanding what's most important to them. They like that we use an established process to build personalized strategies to help them achieve their goals. They are looking for a life long partner to help keep them on track.

I am confident in what we do and very proud of the value we deliver. I'm inspired every single day by the people I'm so lucky to work with and meet. We are so fortunate to be able to serve the Central Valley community and eager to help more people.

I was born in Portugal and came to the United States in 1998 from the Azores where I was working for a small municipality. I opened my office with Edward Jones in 2010, and we are now serving families across the United States.

Being involved in the community has brought happiness to my family and me. We enjoy traveling and camping trips in our small motor home. My favorite place to be is anywhere near the beach or ocean.

Please reach out to me when you see me with my daughter, husband and dog downtown or at a park.

Or just contact us. My team and I would love to meet with you to help you reach your financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Camping
  • Spending Time with Family
  • Reading
  • Gardening
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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