My earliest memory of my father is him wearing a suit and working for one of the largest mining companies in Mexico. In 1987, my family emigrated to the U.S. My father traded his suit for jeans and shirt to work construction and other labor related jobs. Looking at my father’s work history, the love for his family, his work ethic, and his will to do what was necessary to put food on our table, influenced my life in many ways. As a young adult, my dream was to help people and make a difference in our community. I just wasn't sure how. My career path has taken me from the automotive industry, sales, and most recently, the banking industry where I found my calling as a financial advisor.

Alexsa, my branch office administrator, and I pride ourselves in our client-service, which we believe is second to none. We have established a process with our clients' best interests in mind. The core of our practice is business retirement planning. Our goal is to help design and implement a customized plan to help you meet your financial goals. We work with a number of firms that include TPAs and retirement plan providers to find the best solution for your business.

Individual investors often think about retirement and protecting the financial future of the ones they care for the most. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward. Throughout our partnership, we'll use our 5-step Process to establish and regularly confirm your financial foundation.

When I'm not at the office, I help Acceler8 Education Program, where I'm a board member. We help young men and women by exposing them to the automotive industry and the many careers and opportunities it holds.

My spare time is spent with my 17-year-old son, Isaac. We enjoy sporting events, playing video games and traveling. I also enjoy helping him with his sneakers business and collection.

Office Information

Office Address

4300 Tradewinds Dr Suite 120 Oxnard, CA 93035

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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