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 focus is with business owners and the individual investor. I assist business owners by helping create tax-efficient retirement plans to help balance immediate and future needs. I also help the individual investor and families plan for major life events, such as saving for retirement, saving for kids education and preparing for the unexpected.

First, I want to know what's most important to you and what goals you have for the future. My team and 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.

Being born and raised in Southern California, I have always loved everything it has to offer: perfect weather, food, great people, beautiful views and all sports. The great weather allowed me to play baseball all throughout the year which is where I learned a lot about myself early on. Being involved in sports at a young age, I learned I enjoyed getting to know people and helping others when I could.

Having a passion for helping the wellbeing of others, 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
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

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

Office Information

Office Address

23548 Calabasas Rd Suite 101 Calabasas, CA 91302

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

Request an Appointment

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