At Edward Jones we - my branch team, our firm and I - are focused on you. We have thousands of people and advanced technology supporting our office so that I can help you reach your long-term financial goals. Working closely with 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 investment in your retirement picture, so you have more options when you retire, regardless of what you decide to do.

I am a native of Bakersfield and attended East High School and Bakersfield College, graduating from California State University, Bakersfield, with a degree in finance. I currently hold the professional designations of CFP® and AAMS®. I served in the U.S. Air Force from 1975-1981 and achieved the rank of sergeant at honorable discharge. I have been honored with several Edward Jones awards over the past 19 years. I currently serve my community as a member of Valley Bible Fellowship, a board member of Probation Auxiliary County Kern (P.A.C.K.) and the president of the 6:18 Project, two local non-profit organizations.

I have been helping individual investors just like you and businesses just like yours since 2001. I prefer organically growing my business by replicating you, the ideal client. Working together, we implement tailored strategies to support your current lifestyle, retirement income needs and legacy goals. I partner with you and your family over time to help keep you on track.

I look forward to hearing from you and beginning the process of helping you reach your most important financial goals.

Focus areas

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

Office Information

Mailing Address

3501 Mall View Rd Suite 115 #334 Bakersfield, CA 93306

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 Closed
Sun Closed

Branch Team

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