As a financial advisor, it is imperative that I understand what is important to you, so we can work together to turn your needs into specific, personalized financial goals. The process is easy to follow and allows us to create tailored solutions for you that can be refined over time as your life changes.

I began my career as a financial advisor in 1991 with FN Investment Center. I was recruited by Edward Jones in 2004 and have since had the pleasure of assisting individuals and families meet their financial goals including, preparing for retirement, retirement income strategies, life insurance, long-term care planning and estate and inheritance strategies.

As a lifelong resident of Ventura County, I enjoy volunteering in the community. I grew up playing softball and played for 32 years – my parents were my biggest fans. I am a diehard Dodger fan and enjoy attending a few games annually. I have an Australian Shepard, Lexi, that brings me much joy. I enjoy traveling and spending time with family and friends, many of whom began as clients. Throughout my career, I've enjoyed building strong relationships with my clients, attending many weddings, birthday parties, anniversary celebrations and other family events.

My senior branch office administrator, Jennie Loketi, handles client account service and daily office administrative tasks, which allows me to focus on solutions to meet your financial needs.

Jennie joined Edward Jones in 2011. She was previously in banking and has been a resident of Ventura County for over 20 years. She is married to her husband, Pulotu, and they have a daughter, Mele, and son, Solomone.

It's important for us to provide an exceptional client experience by working together as a team to foster an environment of education and knowledge for our clients to assist them in creating and implementing their financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Pets
  • Sports Enthusiast
  • Volunteering
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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