At Edward Jones, we are here to serve you. I have been with Edward Jones since September 2006 and I feel very fortunate to work for such a great company. That first year, I learned what it took to be an Edward Jones financial advisor. I was taught to "be ethical and do the work." We live this out in our branch every day.

I was born in the City of Chicago and lived there until the age of 13. We then moved to a small town in Mexico, called Juanacatlan. This is where I learned how to farm without modern farm equipment and built a strong work ethic. We used horses and plows back then! I returned to Chicago at the age of 18 to pursue the "American Dream". After having to work the land by hand in Mexico, I decided to go to college. I obtained my bachelor's degree in accounting from Northeastern Illinois University. Prior to working with Edward Jones, I learned the art of hospitality and developed my attention to detail working in the hotel and restaurant industry.

My wife and our boys live in Ottawa. We love living here and serving our community! I am a proud member of Rotary and the Ottawa Area Chamber of Commerce, and I currently serve on the board of directors of the Ottawa YMCA. I also recently began coaching youth soccer. I spend some of my time working on our circa 1890s home. I enjoy the hands-on detail renovating our home requires. I use the same passion for detail in working with my clients. My work is very satisfying because I can witness how diligent preparation makes a difference and I get to help others. My office staff and I cater to the individual who is considering retirement, already retired or planning for their kids' college education.

At our branch, we strive for excellence in serving you. We focus on what is important to you. My background in hospitality has taught me the difference between service and truly caring about who we serve. Thank you for visiting our page. We look forward to hearing your story.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Camping
  • Coaching Sports
  • Fishing
  • Running
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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