At Edward Jones we – my branch team, our firm and I – are focused on you. Since 2001, I have been helping serious, long-term, individual investors just like you and businesses just like yours by understanding your most important financial goals and partnering together to help you achieve your goals. I also welcome the opportunity to work with your CPA, attorney or other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

A native of Bakersfield, my family and I are thankful to be part of the Bakersfield community. I also attended local schools and earned a bachelor's degree in finance from CSU Bakersfield. I currently hold the professional certification of CFP® and the AAMS™ designation. I was honorably discharged from the U.S. Air Force in 1981, achieving the rank of Sergeant. I am also a board member of Probation Auxiliary County Kern (P.A.C.K.) and president of the 6:18 Project, two local non-profit organizations.

Whether you are planning for retirement, investing for college for children or grandchildren, or just trying to protect the financial futures of the ones you care for the most, I will use an established process to develop personalized strategies to help you achieve your goals. I will also partner with you and your family over time to help keep you on track. Relationships are key, and in my view, meeting face to face builds strong relationships. I look forward to meeting with you soon 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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