As an Edward Jones financial advisor, I believe it's important to invest my time to understand 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 the most 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 decide to do.

In 2010, I joined Edward Jones as a financial advisor, opening the firm's first office in San Juan Capistrano. I have served the firm as a field trainer. In 2014, I received the Edward Jones Spirit of Giving Award.

At California State Polytechnic University Pomona I graduated in 1986 with a B.S. in business administration and a minor in accounting. I completed the University of California, Los Angeles Executive Program in management in 1999. In 2017, I completed the University of California, Irvine Personal Financial Planning Certificate Program.

Prior to working with Edward Jones, I worked in key management roles including president, chief operating officer, chief executive officer, vice president of finance and controller, among others. I held management roles in companies such as RJ Reynolds/Nabisco, Golden State Foods, Mars Company, Dannon Corporation, Thermador Corporation, Saleen Automotive and Malibu Boats.

My Branch Office Administrator, Diana Peters, has over nine years of experience and is dedicated to provide the highest level of service possible. Please do not hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

Our Branch Office Administrators Melissa Bartling and Jamie Mandeville are also here to help you with all of your administrative needs.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so we can help you reach your long-term financial goals.