Family is at the heart of everything I do. My wife and I have four children attending local Folsom schools. We moved here in 2006 to be closer to our family and were immediately impressed with the sense of community here. It is my honor to work with families and small businesses to guide them toward financial success.

I believe it is important to invest my time to understand what you're working toward before you invest your money. Working closely together, leveraging my knowledge as a CERTIFIED FINANCIAL PLANNER™ practitioner, we develop an appropriate financial strategy for you, your family or your business that will help you achieve your goals. Once we have a strategy, we partner together throughout your lifetime to help ensure you stay on track to reach your goals.

My team includes an exceptional Branch Office Administrator, Shannon Munoz. Shannon has over 20 years of financial and client relations experience from her work at local non-profit charity organizations and here at Edward Jones.

Our branch team provides a personalized client experience. We build relationships with our clients while helping them achieve their long-term goals. Our clients can trust us to provide a no-pressure environment while following through on our commitments. We have a great reputation in our community and giving back is important to us.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances
  • Socially Conscious Investing
  • Business Retirement Plans
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Reading
  • Volunteering
  • Board Games

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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