Our team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts and providing competent, comprehensive advice and guidance.

We work with and look for clients that are:
- Serious, long-term individual investors
- High-net-worth families with complex financial needs
- Healthcare executives and physicians
- Foundations and non-profit organizations
- Professionals such as attorneys, accountants and engineers
- Small to medium sized business owners

I have been with Edward Jones for over 13 years and I am also a proud partner of the firm. I believe my hard work and commitment has given me this great opportunity not only with this great firm, but also an opportunity to help people realize their financial goals.

Outside of work, I enjoy spending time with my wife, traveling, going to the beach and working out. I am a member of City Hope church and participate several local and national charities.

Focus areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Branch Team

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