I have been a financial advisor for over 30 years, and I am grateful to have spent the last 19 years with Edward Jones. I'm blessed to be entrusted with the responsibility of developing personalized financial strategies tailored to my clients' individual needs and goals.
Since 2001, we (myself and Ed, my senior branch office administrator - along with Michele and Laureen) have worked with clients from all walks of life, both individuals and corporations. Many clients have become dear friends. Our team shares a mission to positively impact the lives and financial well-being of those we serve, especially including their families.
We strive to understand what’s important to you, taking the time to listen to you and partnering to help accomplish your long-term financial goals. Choosing our team not only gives you access to individualized guidance; we also partner with our clients' tax professionals, CPAs, attorneys, fiduciaries and other finance-related professionals who, like us, are dedicated to providing highly-personalized service.
Outside of my Edward Jones career, I've lived in Moreno Valley for the last 30-plus years and have been married to the love of my life, Vicki, for 35 years. I've previously served on the board and later president of the M.V. Hispanic Chamber. In addition to the MVHCC and Boy Scouts, and various youth sports - I was previously a member of Rotary Club and still an active participant in the Moreno Valley Chamber.
In our spare time, Vicki and I love traveling to see our boys and their families – especially the grandkids! Having had the good fortune to have experienced great people and faraway places, we have found there are more similarities than differences amongst us.
Ed and I seek to develop long-lasting, long-term relationships built on trust, friendship and family. If that sounds like what you value in life, please don't hesitate to give us a call... We'd love to get to know you and to help improve your financial situation.
Office Address22420 Cactus Ave Suite 204
Moreno Valley, CA 92553
Phone NumberJack Schirner at (951) 488-9033
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