I have always had a passion for solving problems and for working closely with people that I care about. As a financial advisor at Edward Jones, I get to do both. I enjoy getting to know my clients personally, to understand what is truly most important to them and to create personalized strategies to help achieve their goals. I hold myself accountable to educate clients and their families so that they can understand our strategy and feel confident that they are moving closer to where they would like to be.

My family is everything to me, so I enjoy and appreciate learning more about the important people in my clients' lives. I married my wife, Alexis, in 2012, and we have two young children, Harper and Wynston. Alexis grew up in Ojai, so we are passionate about this community. I feel very fortunate to be able to serve the Ojai Valley.

Prior to joining Edward Jones, I worked in sales consulting with various types of businesses in multiple areas of human resources. That experience taught me how to approach complex problems with solutions in mind, while collaborating with many different types of people.

I studied finance and marketing with a minor in economics at Cal Poly San Luis Obispo, where I played on the NCAA football team for four years. As an athlete, I value teamwork, positivity and accountability. Our branch team strives to demonstrate all of those traits every day.

I help people with many aspects of their financial lives, but preparing for and navigating retirement is a priority to me. To better understand the challenges faced in retirement, I earned the Chartered Retirement Planning Counselor professional designation in 2018.

When I am outside of the office, I can be found chasing my kids around or on a local golf course. I am a huge sports fan, patiently waiting for the Dodgers to get that next ring :)

Please follow my Facebook and LinkedIn pages for updates and more information about what I do!

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Charitable Giving
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Coaching Sports
  • Personal Fitness
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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