As your Edward Jones financial advisor, I believe it’s important to invest my time in getting to know what's important to you and what you’re goals are before you invest your money. Understanding the level of risk that you are comfortable taking will help me identify the appropriate portfolio as we work toward meeting your long term goals.

I joined Edward Jones because of their philosophy of working with individuals and business owners in the community. Working at Edward Jones gives me the opportunity to impact my clients' lives in so many ways. I appreciate the time I am able spend with my clients to educate them about their investments and simplify their understanding of the market.

Prior to joining Edward Jones, I worked in the banking and investment industry since 2001 for two Fortune 500 banks. I held many roles and was recognized with multiple awards during my tenure. My most recent role was serving a financial center manager where I lead a large team that ranked in the top 5% of the company.

In 2004, I earned my bachelor's degree in economics from the University of California, Santa Barbara. During my time in Santa Barbara, I met my wife, Hilary, and we got married in 2007. We are both locals in the community; I'm from Rocklin and she is from Lincoln. In 2013 and 2015, we added to our family with my son, Leo, and my daughter, Vivian. In my free time, I enjoy traveling, golfing and spending time with my family. I played many sports growing up and I now have the opportunity to coach my children as they begin playing youth sports.

My branch office administrator, Lisa Cuen, is partnering with me and she brings 20-plus years of industry experience with her. She is dedicated to providing a high level of service to our clients. Please don't hesitate to call on her for any questions concerning your accounts.

At Edward Jones, I put a focus on identifying what's important to you and making a plan to assist you in reaching your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Active Lifestyle
  • Golfing
  • News & Media

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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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