My Edward Jones career as a financial advisor began in 2007. I have lived on the Central Coast since 1996. In 2006, I graduated from University of Santa Barbara with a Bachelor of Science degree in financial mathematics and statistics. In 2008, I became a resident of the Santa Maria Valley.

In June 2017, I married my wonderful wife, Melissa. Currently, our family consists of our beautiful daughter, Anastasia, and two curious cats and an adorable dog. For Melissa and me, one of our greatest joys is spending time with our daughter. We also like traveling the world and discovering our history as we visit each of the United States. We are both members of the Elks and we enjoy participating in local volunteer work, because it is both gratifying and rewarding to be able to give back to our community. Together, we also make a great team in the kitchen with my passion for cooking and her crafty baking skills.

I've worked with senior branch office administrator Tracy Shumer since 2008. She is dedicated to providing our clients with the highest level of service possible. Tracy balances her zest of client service with finding joy in physical fitness. She teaches yoga and Pilates in our community and enjoys roller skating the Bob Jones Trail on her days off.

We work together as a team to provide personalized service for every client. All aspects of our business are aligned to help us better understand and meet each client's unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Fishing
  • Golfing

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More