Born and raised in San Luis Obispo county, I am a fourth-generation community resident. Following high school, I earned my Bachelor of Science in business finance from Cal Poly in 2001 and immediately began my career as a financial advisor with Edward Jones in Pismo Beach. Since then, I have completed extensive postgraduate coursework, earning both the AAMS® and CFP® designations.

I love my work and feel passionate about my clients, the industry and keeping abreast of the daily market as well as the intricacies of long-term investment building. I particularly enjoy being able to work individually with people to see their dreams and goals realized. From setting up college funds for new parents, to creating strategies for business owners to save for retirement as well as attract and retain high quality employees, to helping retirees start an income stream that will last without interruption through their golden years, I love to see my clients and their families grow, change and thrive throughout their lives.

Since 2008, I have qualified yearly for Edward Jones’ prestigious Managing Partner’s Conference, an honor reserved for the firm’s top 450 financial advisors based on gross production and overall firm contribution. In 2016, I qualified to attend the Barron's Top Advisor Forum, an exclusive conference designed to promote best practices and generate new ideas throughout the industry.

Outside of work, my greatest joy is being dad to my two sons, Sawyer and Atlas. I also like to run, bike, surf, travel and support our local arts and exceptional community, including many of our local charities, such as Jack's Helping Hand, CAPSLO, Chapman House Estate and Family Care Network.

My first-rate branch office administrator is Jessica Fetcho who is a Registered Branch Associate, along with Kristina White and Carly Jenny. They are the heart of our office and can assist you with many of your day-to day-needs.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Surfing
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Branch Team

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