As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help you with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

I began my career with Edward Jones in 1998 as a financial advisor in Laguna Hills, CA, and continue to serve the community today.

I have served the firm in many capacities since becoming a financial advisor, including volunteering as a visiting veteran, success coach, performance leader and growth leader. I am responsible for hiring 39 Edward Jones financial advisors.

In 2010, I became a regional leader, responsible for leading branch teams in the San Diego area. Today, I lead nearly 60 branch teams in the Orange County area.

I have three branch office administrators, Max Peirano, Dianne Mayne and Alex Salazar. They have 28 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your account.

I am a native of Tustin and Newport Beach, CA. I earned a bachelor's degree from the University of California-Irvine. I have held the Accredited Asset Management Specialist™ professional designation since 2007. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I have been married to my wife, Julie, for 30 years and we have three wonderful children and a new grandson. I have also served local charities including Pedal the Cause, California Elwyn and The Alzheimer's Association.