After a successful 14-year career in the hospitality industry, I established the 12th Edward Jones branch in San Diego County in 1993 here in Bonita. From my hotel management background, I brought a sense of "client-first service" to my new career, which has served my Edward Jones clients well over the years.

My most valuable partner and senior branch office administrator, Valda Medina, and I have worked together as a team for over 25 years. Every strategy I offer and every solution I recommend is based on what is most important to you. Once I understand your priorities and tolerance for risk, I can help you identify specific financial goals and develop the strategies needed to achieve them.

I have been active in local business and civic affairs in Bonita for many years. I served as a member of the Bonita Business & Professional Association for over 15 years, and I was a member of the Bonita Optimist Club for over 25 years.

I have been married to my lovely wife, Krista, for the past 36 years. We enjoy our time flyfishing and spending time at our fishing property in the mountains of Utah.

As I enter the second and final year of my Retirement Transition Plan, please know that it has been my greatest honor to have served so many wonderful clients here in the Southbay these past 29 years.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Intergenerational Planning

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