After 18 years in the auto industry, I decided it was time to make a change in my career and serve my community with a deeper sense of purpose. In 2017, I was offered the opportunity to become a financial advisor with Edward Jones. Since joining the firm, I have earned the Chartered Retirement Plans Specialist™ and Certified Exit Planning Advisor® designations. I became a limited partner in January of 2023.

My practice includes the following:

Working with business owners to help them maximize the value of their business, while creating a personal and sound exit strategy.

Assisting companies with their business retirement plans such as 401(k), profit sharing, SEP and Defined Benefit Plans.

Serving multi-generational families, business professionals and corporate executives with complex needs who need assistance organizing, protecting, growing and transferring their wealth.

Collaborating with CPAs, estate attorneys and other professionals so that our clients feel confident about living and leaving their legacies.

Before a recommendation is made, I firmly believe it is important I take the time to understand what you are trying to achieve, based on your personal goals, values and purpose. I use an established process and we will partner together to create a strategy specific to your unique goals and needs.

I am fortunate to work as part of a skilled team that is fully dedicated to the needs of our clients. I work closely with Sr. Branch Office Administrator Heidi Frank and Branch Office Administrators Robin Roberts-Gibson and Marc Jacobs. Together, we are able to provide you with the highest level of service you deserve.

Outside of the office, I serve as president-elect of the Signal Hill Chamber of Commerce. You may also find me in the kitchen searing some steaks or baking my famous cookies. I am an avid sports fan, and my eyes can be glued to the television or at a stadium watching my favorite sports teams. I especially love spending time with my wife, Orchid, children, Caleb and Chloe, and our energetic dog, Cody.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Savings Strategies

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Running
  • Sports Enthusiast
  • Technology

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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