I made the decision to become a financial advisor in 2006, soon before I completed a bachelor’s of science in managerial economics from UC Davis. In 2007, I gained experience at an independent financial planning firm. In 2008, I started my own practice at a brokerage firm. After gaining this experience, it was clear to me that Edward Jones was a good fit for me. Since April 2009, I have been serving my clients as a financial advisor with Edward Jones.

I help a select group of people to organize, build, protect and distribute wealth. The process of accomplishing this starts with getting to know who you are and what is important to you. From that point, I have many tools to help obtain those things that are most important to you. Good financial advice doesn’t happen by chance, it is the product of sound decision-making. I am a lifelong learner - continually learning and researching topics that can benefit my clients. A large part of how I help clients is maintaining an ongoing communication, so we can adjust the solutions that are appropriate as situations change.

Please do not hesitate to contact Jennifer or me. Our office is focused on serving your financial needs.