I began working with Edward Jones in 2017 in northern Indiana and have recently relocated my family to beautiful Southern California. Prior to joining Edward Jones I was involved in the automotive industry, but I felt there was a better way to help people. At Edward Jones I particularly enjoy the opportunity to partner with individual investors by creating and implementing strategies that work toward their specific goals.

Whether it's planning for retirement, college funding for children or grandchildren, or just trying to protect the financial future of the ones we care about, I take the time to identify each goal and develop the appropriate strategy. I also coordinate and work in tandem with other professionals, including CPAs, TPAs, estate planning attorneys and life insurance specialists, to determine needed actions.

During the initial visit with my client, I will ask several questions and carefully listen to the answers, so that I can truly understand their needs and subsequent goals. I then get to know their risk tolerance and investment experience to develop the best strategies to meet their needs.

Outside of the office I spend my free time with my wife, Jenn, our two beautiful daughters and our dog, Oliver. I also enjoy the occasional round of golf and riding my road bike. We enjoy going to different sporting events and recently learned to play pickle ball. The southern California weather makes outdoor activities much more accessible!

Please don't hesitate to call with questions concerning financial strategy needs, statements, dividends, or any other investments that you may have. I would enjoy the opportunity to meet you. Please contact us for a free consultation.

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Baseball
  • Health & Nutrition
  • Community Outreach

Office Information

Office Address

2223 East Wellington Avenue Suite 310 Santa Ana, CA 92701
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