My Mom started as a financial advisor for Edward Jones after becoming a single parent in 2002. Her work ethic was unmatched because she had to provide for her kids. She didn't sacrifice the client relationship by taking shortcuts because she knew it would ultimately be a disservice to them. I remember meeting my Mom's clients as a kid, and the way they spoke about her was like she was a part of their family. She didn't sell, she listened. She made an impact and truly helped change their lives by working with them to achieve their goals.

Fast forward to today – I am bringing the same qualities she taught me into my own practice. I want my clients to feel secure knowing that they trust me to help invest towards their financial goals. Coming from a background in the tech and customer service industry, I provide a unique experience to my clients. We will build a personal, well thought out strategy specifically to your situation.

The world is quickly changing, and our branch uses technology to be able to provide the same level of service to you as if you were coming into the office for your meetings. This means meeting virtually or over the phone and sending documents securely to one another to create a painless, efficient process.

At home, you can find me hanging out with my wife, Gabriela, who is my best friend. I am a proud (and I think fun) girl dad to my 3-year-old and 1.5-year-old girls who always keep me on my toes. We are expecting our third girl any day now!

Focus areas

  • Business Retirement Plans
  • College Savings
  • Employee Stock Options
  • Portfolio Reviews
  • Charitable Giving
  • New Investors

My Personal Interests

  • Basketball
  • Board Games
  • Cooking
  • Football
  • Spending Time with Family

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 - 04:00PM
Sat Closed
Sun Closed
Email Me

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