My practice is centered around helping individuals and families achieve their financial goals. When clients walk into my office, it is my aim to help them organize their fiscal priorities and put them on a path that will lead to greater financial freedom. I greatly value the relationships I have with my clients and strive to make sure they feel valued by taking the time to understand their unique stories.

My own unique story began and continues in the Bay Area where I was born and raised. I attended two local universities: San Jose State, where I received my BA in political science, and Santa Clara University, where I received my MA in interdisciplinary education. Prior to joining Edward Jones, I spent 15 years working as a high school social studies teacher at Fremont Union High School District, one of the highest ranked school districts in California. My time as an educator has highlighted the importance of integrating relationship building and perspective taking into the fabric of my life. This is why I view myself as a supportive partner in my clients' financial journey.

When I am not working, I value spending quality time with my loving wife and twin daughters. Together, we enjoy family movie night, live theatre, seasonal festivals, art and history museums, and traveling to new places. I also enjoy serving as a member of the Cupertino Rotary and am fortunate for the opportunity to give back to the community I grew up in. In my spare time, I enjoy hiking, golfing, cooking, antiquing, reading history books, listening to podcasts and watching football.

If you would like more information on how I can best assist you on your financial journey, please feel free to contact me by phone at (408) 984-4729, email at [email protected], or on my website. You can also find me on LinkedIn.

Focus areas

  • College Savings
  • New Investors
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Antiquing
  • Art & Theater
  • Cooking
  • History and Museums
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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