As an investor, you have an opportunity to partner with a financial advisor who shares your goals, values and drive. It’s an important decision and one that will affect your life for years to come. That’s why I believe in straightforward communication from the get-go. I might not tell you everything you want to hear as a potential client, but it’s my goal to be the last financial advisor you ever hire. To do that, we have to build a highly trusting and personalized relationship.

I joined Edward Jones for a number of reasons, but it all began with my father sharing the Wall Street Journal’s stock tables with me. Even as a kid, I was enthralled by the symbols on the page and what they could mean. As I grew up, my fascination turned to passion for the effects well-managed finances could have on the lives of people. I realized that human nature isn’t geared towards financial strategy. The same instincts that protected us from predators in the wild make it difficult for us to trust in our strategies and not panic buy or sell based on market volatility. I am honored to coach my clients through these times, offering a calm, empathetic perspective no matter the situation.

My San Marcos, CA office serves diverse clients from San Diego County, my hometown of Stockton and even out of state. Our branch office administrator, Roxana, is both competent and empathetic when it comes to anticipating our clients’ needs and establishing relationships. Together, we provide our clients with decades of experience and highly personalized customer care. I also hold a CFP® professional designation to better serve our investors.

Outside of the office, I am a dedicated family and community man. My wife, Erin, and I have a blended family with six children who love keeping active. I am also a past president and member of Rotary Club of Escondido After Five. We believe in doing projects that benefit the community at large and seek to help underprivileged youth in our community.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Health & Nutrition
  • Gardening
  • Hiking

Office Information

Office Address

100 E San Marcos Blvd Suite 160 San Marcos, CA 92069

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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