I am very excited and grateful to serve my clients and community as an Edward Jones advisor. I joined Edward Jones in 2015 after 9 years of working in the financial services industry. I graduated summa cum laude from Rasmussen College where I received my Bachelor of Science in business administration. In addition, I received my Associates of Theology from Calvary Chapel Bible College in 2006 where I met my wonderful wife, Tiffany.
As a financial advisor, what is most important to me is finding out what is most important to you. Whether it is planning for retirement or saving for college, I use an established process to build personalized strategies to help you meet your financial goals. One of the most rewarding aspects of my position is helping my clients improve their lives by establishing a plan for their financial future.
For the past 4 years I have served in the city of Yucaipa, and I feel very fortunate to be part of such a strong and supportive community. I think it is very important to give back to the community that has provided so much for me, and for the past 3 years I have served in the Yucaipa Valley Kiwanis Club as past president and as a member of the board of directors. In addition, I currently serve as the chairmen of the board for the Yucaipa Chamber of Commerce and as a Sunday school teacher at my church. I am blessed to have two wonderful children, Jack and Josephine, and I am very grateful to my wife, Tiffany, who supports me in all of these endeavors.
I would love to speak with you about your financial goals - please feel free to contact my branch team. My branch office administrator, Jill Litel, and I are at your service.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Community Outreach
Phone NumberDavid Fricke at (909) 790-2135
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