I've been with Edward Jones since 1994 and I look forward to continuing to serve my clients for many years to come. Kim and I have been married since 1986 and we were blessed with a daughter, Jennifer, twins, Brooke and Brandon, and three grandkids.

I have lived in Huntington Beach since I was 5 years old. I played baseball in Little League, then on to Marina High School and Golden West College, before playing at the University of Oklahoma and six years professionally with the Detroit Tigers and Kansas City Royals organizations.

I have been part of a team my entire life. This has molded how I view my job as a financial advisor; you are the manager of your money. No one can care about your money more than you. I believe a good manager surrounds themselves with good coaching staff and I want to be one of your coaches, along with your CPA and trust attorney. Your coaches will assist you with managing, protecting and transferring your wealth.

My senior branch office administrator, Amber-Sky Skipps, has been with me since 2002 and is a fellow limited partner with Edward Jones. My second branch office administrator, Lisa Mechanic-Jacobs, has been with me since August 2022, and both Lisa and Amber are committed to providing excellent customer service and handling administrative tasks with care and efficiency.

We will use our advanced technology to gauge your tolerance for risk and volatility, monitor your financial goals and help keep you on track on your road to retirement. I will share my strategies and philosophies, compare the pros and cons of each investment solution and discuss the different ways that you can choose to pay for each option. There is never any pressure here. Give us a call and set a time to visit. We look forward to coaching you to and through retirement.

When I'm not working, I love going to any sporting event, playing golf and traveling. I play competitive slow pitch softball with a team out of Oregon, and I also serve as a board member for the Orange County Youth Sports Foundation, which provides scholarships to local high school athletes who are in need.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

My Personal Interests

  • Baseball
  • Coaching Sports
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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