As a financial advisor at Edward Jones, it is my purpose to understand my clients on a personal level so I can best serve their unique financial needs. I recognize that no two individuals have the same situation, and therefore each client deserves a personalized level of care and service when establishing a long-term financial strategy. I work with clients to understand the investment world in terms they can relate to, and offer countless investments, services and tools so I can fully serve my clients and each of their financial needs.

With a degree in finance and psychology, my college education was tailored to equip me with the knowledge so I could one day best serve my clients at Edward Jones. Additionally, I have been fortunate enough to have the experience of working as a Branch Office Administrator at Edward Jones, which not only gave me crucial industry knowledge, but deepened my understanding of the firm and the value it provides to its clients.

Born and raised in Southern California, I have developed a strong connection and appreciation for my surrounding community. Together with my girlfriend, Ila, we call San Clemente home and enjoy life with our two dogs, Ivy and Ruby, whether it's going to the beach, hiking, enjoying local restaurants or just taking a walk around the neighborhood.

It is an honor to serve as an Edward Jones financial advisor, and I find a great deal of purpose and passion in working with my clients to establish long-term financial strategy that allow them to feel not only comfort, but optimism about their financial future. If you believe that you could benefit from any of the services I provide, or if you would like to learn more about myself and Edward Jones, please do not hesitate to call my office or send me an email. It all begins with a conversation - I look forward to hearing from you!

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Intergenerational Planning
  • College Savings
  • LGBT Finances
  • Socially Conscious Investing

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