In 2005, I began my career at Edward Jones as a financial advisor. It's been an amazing journey and I have always been about family and community. My Senior Branch Administrator, Kimberly, joined the practice in 2017. Both of our respective families have been lifelong residents of Petaluma and Sonoma County.

When you engage with our branch team, we work together to create goals, processes and strategies. Whether it be for living in or planning for retirement, estate considerations, college education, caring for ageing parents or all of the above, we develop an understanding of what's unique and important to you.

As our clients' trusted family advisor, we often work with their CPAs and attorneys to assist in additional aspects of financial and estate planning. Our clients are like family to us, and guiding them through what can be a complex landscape is why we do what we do. We are proud to be recognized to be in the top 5% of the entire firm for client service excellence.

Let's see how we can help you.