With 16 years of experience as a financial advisor, I help individuals, families and business owners make sound financial decisions through every chapter of their lives. Our process involves more than just investment guidance. We collaborate with your CPA, attorney and other professionals to address the entire scope of financial concerns including:

Business Exit Planning
Retirement Income Planning
Asset Preservation
Tax Mitigation
Legacy Strategies
Charitable Giving

Helping business owners with business exit planning is a very important aspect to my business. I use an established process to engage with your team of professionals. The collaborative team approach integrates strategies to provide ideal outcomes to your professional, personal and financial goals, with the objective of building and preserving family wealth for future generations.

I am originally from Alaska and have lived in Orange County since 2005. Growing up, I helped my parents run our family farm which instilled in me a strong worth ethic. After attending college, I started my career in the financial services industry and joined Edward Jones as a financial advisor in 2007. I hold the CFP® certification and the CEPA® and AAMS™ designations, and am a limited partner of the firm.

My wife, Brooke, and I live in San Clemente with our four children. We love raising our family in this great coastal town and enjoy supporting our local businesses. We are advocates for our local organizations including the San Clemente High School Educational Foundation where I serve on the board, the Alzheimer's Association and Casa Romantica.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Personal Fitness
  • Surfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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