As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals can help me determine the most appropriate financial strategy for you and your family.

I attended Alaska Pacific University and graduated with an MBA in global finance. I joined Edward Jones in 2008 and went on to earn my CERTIFIED FINANCIAL PLANNER™, CFP®, certification in 2011. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My wife, Amy, and I have four children that keep us busy. We enjoy spending our time traveling, running, hiking and being together. If we see you at a local race, please say hello.

I have supported the Walk to End Alzheimer's every year since 2018. I look forward greatly to becoming more involved in the Healdsburg community.

Debbie Beneitone, my wife, Amy Anderson, and Lorie White, all branch office administrators, have over 30 years of industry experience combined and are dedicated to providing you with the highest level of service possible.

At Edward Jones, we're focused on you in order to provide highly personalized service. All aspects of our business are aligned to help us better understand our clients’ unique goals and needs so that we can use our systematic approach to help craft solutions and strategies.

We look forward to any opportunity to continue to earn your business and trust.

Focus areas

  • Retirement Savings Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Backpacking
  • 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 - 02:00PM
Sat Closed
Sun Closed

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