Family is at the heart of everything I do. My wife, Nichole, 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 CFP® 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 in her work at local non-profit charity organizations and here at Edward Jones.

At our branch office, we deliver an ideal client experience by focusing on investor needs and developing personal relationships. We serve with a sense of urgency and follow through on our commitments. We act with integrity to reinforce our strong reputation. In our office, you are not just a client, you're part of our family.

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 Address

1568 Creekside Dr Suite 204 Folsom, CA 95630

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

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