After more than twenty years in operations, assisting national corporations with achieving their financial goals, I became a financial advisor to help families achieve their financial goals.

Whether you're planning for retirement, saving for college or trying to protect the financial future of the ones you care for the most, we can work together to analyze your current situation and develop strategies to help you achieve your goals. We will monitor your progress and help make sure you stay on track. Throughout it all, I’m dedicated to providing you top-notch client service.

I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I'm proud to have received the firm's coveted Zeke McIntyre Pioneer Award, which recognizes new financial advisors who achieve high levels of success early in their careers with Edward Jones. I was one of only 371 of the firm's more than 19,000 financial advisors to receive the award in 2020.

Allow me to connect you to the community. I am an ambassador for the Greater Coachella Valley Chamber of Commerce. I serve on the Advisory Council of the Alzheimer's Association and I'm the president of BNI Success Professionals. I enjoy being able to share with my clients the insight and connections I've developed in the Coachella Valley over 30 years.

I currently live in La Quinta with my wife and our youngest daughter, and we have two rescue pets, a dog and a bunny. We enjoy trips out of the desert, with friends and family, to the beach, mountains and river, as often as possible.

Whether you need a lot of help or a little information, please let me know. I'm grateful for the opportunity to be of service. Until then, I welcome your connection on LinkedIn and/or Facebook.

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Pets
  • Sports Enthusiast
  • Outdoor Enthusiast

Office Information

Office Address

74911 Highway 111 Indian Wells, CA 92210

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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