With over 18 years of experience as a financial advisor at Edward Jones, I oversee the financial affairs of a select group of families in the Scottsdale area and points around the country. As a branch team, we feel blessed that every day, we can make a positive, meaningful impact for our clients, communities and families.

We believe it is fundamental you feel understood, informed and secure. It is essential for me to know what you value so we can create personalized strategies to help you reach your goals. We will partner together throughout your life to help keep you on track. We will work as a team with your CPA, attorney and any other professionals to determine the most appropriate financial strategy for you and your family. I enjoy working with individuals and business owners who have complex needs to be met.

After graduating from Florida State University with a bachelor's degree in business administration, I began my Edward Jones career in 2001 as a financial advisor in Scottsdale. Throughout my career here, I have volunteered in multiple leadership roles including recruiting, mentoring and training. In 2005, I received the CFP® certification. In 2013, I was honored to be named a general partner with our firm.

I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking.*

My wife, Margarita, and I are raising our four children, Lucia, 15, Carlos, 13, Sofia, 10, and Daniella, 6. Being a father has been the most rewarding job in my life. I am devoted to spending time with my family and making them a priority.

My talented branch office administrators, Teresa Fukumoto and Tomi Thomas, are dedicated to providing you with the highest level of service. Together as a team, we pride ourselves on delivering an ideal experience, by staying focused on you and striving to always put your needs first.

*2022 Forbes Best-in-State Wealth Advisors for Arizona, awarded April 2022, research by SHOOK® Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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