Working at Edward Jones as a financial advisor allows me the opportunity to do everything that is important to me: being involved in the community, getting to know people and helping others through times that may feel a little financially overwhelming.

My team's focus is with business owners and the individual investor. I assist business owners by helping balance immediate and future needs. It is important for business owners to be able to focus on their day-to-day activities while not having concerns about their financial future. I also help the individual investor and families plan for major life events, such as saving for retirement, saving for kids' education, preparing for the unexpected and legacy planning.

First, I want to know what's most important to you and what goals you have for the future. I use an established process to build personalized strategies to help you achieve your goals. Most importantly, we will partner with you throughout your life to help stay on track toward those goals.

I have a Bachelor of Science degree from The United States Military Academy at West Point and an MBA in financial planning from California Lutheran University. In addition, I earned the CFP® certification granted by the Certified Financial Planner Board of Standards, Inc.

Having a passion for helping the wellbeing of others at a young age, I left California to attend and play baseball at The United States Military Academy. After graduating West Point, I was commissioned as an Infantry Officer, then attended and graduated from Ranger and Airborne Schools. I served five years with one deployment and left the Army as a Captain. My experiences as an Infantry Officer and my time at the Academy allow me to understand the importance of performing when others are relying on me.

Please reach out to discuss how I can help you or any questions you may have.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Movies & Entertainment
  • Golfing
  • Baseball
  • Home Improvement
  • Traveling

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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