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

In 2005, I began my career with Edward Jones, opening an office in San Francisco. I was fortunate enough to have the opportunity to take over the Napa office in 2008. Since that time, we have continued to forge strong relationships with the families and businesses we serve. In 2011, I became a limited partner of the firm. Before joining Edward Jones, I spent 10 years teaching elementary school in San Francisco. This background has given me the foundation to serve and educate the individuals I work with.

I received my bachelor's degree from Syracuse University in 1989 and my teaching credential from San Francisco State University in 1995. Aside from the current appropriate licenses I hold to perform my duties as a financial advisor, I hold the AAMS™ designation as well. I enjoy volunteer opportunities within Edward Jones – I have served for multiple years on our regional leadership team, mentored and trained new financial advisors and participated in financial advisor recruiting.

When not in the office, I spend the lion's share of my time with my beautiful wife of 26 years, Michelle, our son, Hayes (23), and daughter, Violet (20). Our family enjoys traveling and being rabid fans of our beloved San Francisco Giants, Forty Niners and Golden State Warriors.

In conclusion, our goal in the Napa Edward Jones branch is to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.