The main focus of our branch team is understanding what is most important to our clients, then using an established process to build personalized strategies to help achieve their individual goals. In addition, our team believes we must also continue to partner together throughout our clients' lives to help them stay on track.

As a second generation Edward Jones financial advisor, I was always confident that Edward Jones would be my professional home. In 2009, I joined the firm as part of the home office team in Tempe, AZ. Following a year-long stint in Tempe, I decided to settle in Grinnell, IA, to start building my practice, and soon opened the third branch location in the community. After four years my wife, Kayla, and I relocated to her hometown of Chico, CA, where we currently live with our two daughters. Upon arriving in Chico, I was asked to assume responsibility for the branch office in downtown Chico. By late 2016, our business had grown to a point that we invited an additional financial advisor to assist us in serving our clients. He has since assumed responsibility for his own branch here in the community, and we have since welcomed two additional Financial Advisors to join our branch team.

I attended Winthrop University in Rock Hill, SC, and graduated cum laude in 2009 with a BS in business administration. In addition, I received the AAMS™ professional designation in 2017 as well as the CERTIFIED FINANCIAL PLANNER™ certification in 2021.

Much of my time outside of work is spent with my family skiing, hiking or fly fishing around Northern California.

My Branch Office Administrator, Janette Vandiver, has been serving clients since 2019, and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.